Fischer Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fischer Financial Services’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 Q3	$25M	Sell	84,846 -940	-1%	-$269K	6.16%	4
2026 Q2	$24.9M	Buy	85,786 +542	+0.6%	+$153K	6.26%	4
2026 Q1	$21.2M	Buy	85,244 +1,620	+2%	+$429K	7.13%	2
2025 Q4	$23.2M	Buy	83,624 +342	+0.4%	+$94.8K	6.13%	3
2025 Q3	$22.8M	Sell	83,282 -43	-0.1%	-$11.1K	6.14%	3
2025 Q2	$20.5M	Buy	83,325 +3,321	+4%	+$739K	6.04%	3
2025 Q1	$16.9M	Buy	80,004 +3,394	+4%	+$781K	5.44%	3
2024 Q4	$18M	Buy	+76,610	New	+$17.6M	5.68%	3

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.34B AUM 20.32% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Fischer Financial Services's IWY Position: Q3 2026 in Review

Fischer Financial Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q3 2026, selling an estimated $269K and leaving 84,846 shares worth $25M. The position accounts for 6.16% of the portfolio, ranked #4.

Fischer Financial Services first reported a position in IWY in Q4 2024 and has held it in 8 quarters since. 311 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Fischer Financial Services held 84,846 shares of iShares Russell Top 200 Growth ETF worth $25M as of Q3 2026.
Fischer Financial Services sold 940 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $269K.
iShares Russell Top 200 Growth ETF made up 6.16% of Fischer Financial Services's portfolio in Q3 2026, its #4 holding.
Fischer Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 8 quarters since.
311 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Fischer Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.