FHC
IWY icon

First Heartland Consultants’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

First Heartland Consultants’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Sell
2,582
-182
-7% -$51.4K 0.05% 259
2026
Q1 		$688K Buy
2,764
+26
+0.9% +$6.89K 0.05% 243
2025
Q4 		$758K Buy
2,738
+116
+4% +$32.1K 0.06% 217
2025
Q3 		$717K Sell
2,622
-340
-11% -$88K 0.06% 218
2025
Q2 		$730K Sell
2,962
-747
-20% -$166K 0.07% 203
2025
Q1 		$782K Buy
3,709
+49
+1% +$11.3K 0.08% 178
2024
Q4 		$861K Buy
3,660
+140
+4% +$32.1K 0.09% 165
2024
Q3 		$775K Sell
3,520
-515
-13% -$110K 0.08% 170
2024
Q2 		$866 Buy
4,035
+149
+4% +$29.7K 0.06% 188
2024
Q1 		$758K Buy
3,886
+284
+8% +$53.1K 0.08% 193
2023
Q4 		$631K Buy
3,602
+65
+2% +$10.7K 0.08% 185
2023
Q3 		$544K Buy
3,537
+162
+5% +$25.8K 0.07% 197
2023
Q2 		$535K Buy
3,375
+48
+1% +$7K 0.07% 202
2023
Q1 		$462K Sell
3,327
-17
-0.5% -$2.21K 0.07% 210
2022
Q4 		$403K Buy
3,344
+578
+21% +$71.8K 0.06% 233
2022
Q3 		$330 Buy
2,766
+360
+15% +$48.3K 0.03% 237
2022
Q2 		$301K Buy
2,406
+348
+17% +$47.8K 0.05% 262
2022
Q1 		$326K Buy
2,058
+56
+3% +$8.73K 0.05% 247
2021
Q4 		$347 Buy
2,002
+484
+32% +$80.6K 0.01% 248
2021
Q3 		$232K Buy
1,518
+13
+0.9% +$2.05K 0.04% 344
2021
Q2 		$227K Buy
+1,505
New +$215K 0.03% 349
2020
Q1 		– Sell
-13,514
Closed -$1.3M – 276
2019
Q4 		$1.3M Sell
13,514
-99
-0.7% -$9.04K 0.26% 99
2019
Q3 		$1.19M Buy
13,613
+479
+4% +$41.8K 0.25% 96
2019
Q2 		$1.13M Buy
13,134
+536
+4% +$45.1K 0.27% 90
2019
Q1 		$1.04M Buy
12,598
+302
+2% +$23.6K 0.29% 85
2018
Q4 		$882K Sell
12,296
-2,993
-20% -$232K 0.33% 84
2018
Q3 		$1.31M Sell
15,289
-610
-4% -$50.4K 0.41% 69
2018
Q2 		$1.25M Buy
15,899
+1,761
+12% +$135K 0.44% 65
2018
Q1 		$1.04M Buy
14,138
+1,817
+15% +$139K 0.31% 86
2017
Q4 		$901K Buy
12,321
+4,847
+65% +$345K 0.27% 93
2017
Q3 		$507K Buy
7,474
+1,649
+28% +$110K 0.12% 213
2017
Q2 		$376K Buy
5,825
+1,388
+31% +$88.2K 0.1% 240
2017
Q1 		$273K Buy
+4,437
New +$265K 0.08% 270
2013
Q3 		– Sell
-475
Closed -$18K – 301
2013
Q2 		$18K Buy
+475
New +$18.3K 0.01% 328

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

First Heartland Consultants's IWY Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 6.6% in Q2 2026, selling an estimated $51.4K and leaving 2,582 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #259.

First Heartland Consultants first reported a position in IWY in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.31M in Q3 2018. 207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • First Heartland Consultants held 2,582 shares of iShares Russell Top 200 Growth ETF worth $750K as of Q2 2026.
  • First Heartland Consultants sold 182 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $51.4K.
  • iShares Russell Top 200 Growth ETF made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #259 holding.
  • First Heartland Consultants first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and has held it in 34 quarters since.
  • First Heartland Consultants's iShares Russell Top 200 Growth ETF position peaked at $1.31M in Q3 2018.
  • 207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.