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 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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fischer Financial Services's IWY Position: Q1 2026 in Review

Fischer Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.9% in Q1 2026, buying an estimated $429K and bringing the position to 85,244 shares worth $21.2M. The position accounts for 7.13% of the portfolio, ranked #2.

Fischer Financial Services first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.2M in Q4 2025. 640 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Fischer Financial Services held 85,244 shares of iShares Russell Top 200 Growth ETF worth $21.2M as of Q1 2026.
Fischer Financial Services bought 1,620 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $429K.
iShares Russell Top 200 Growth ETF made up 7.13% of Fischer Financial Services's portfolio in Q1 2026, its #2 holding.
Fischer Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's iShares Russell Top 200 Growth ETF position peaked at $23.2M in Q4 2025.
640 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.