Florida Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Florida Financial Advisors’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	$3.91M	Buy	13,437 +306	+2%	+$86.4K	0.66%	41
2026 Q1	$3.27M	Buy	13,131 +208	+2%	+$55.1K	0.78%	27
2025 Q4	$3.58M	Sell	12,923 -515	-4%	-$143K	0.97%	19
2025 Q3	$3.68M	Sell	13,438 -1,865	-12%	-$482K	1.14%	18
2025 Q2	$3.77M	Sell	15,303 -1,213	-7%	-$270K	1.25%	16
2025 Q1	$3.48M	Sell	16,516 -1,330	-7%	-$306K	1.37%	16
2024 Q4	$4.2M	Buy	17,846 +924	+5%	+$212K	1.88%	12
2024 Q3	$3.72M	Buy	16,922 +388	+2%	+$82.6K	1.92%	12
2024 Q2	$3.55M	Sell	16,534 -2,022	-11%	-$403K	2.13%	12
2024 Q1	$3.62M	Buy	18,556 +268	+1%	+$50.1K	2.66%	10
2023 Q4	$3.2M	Buy	+18,288	New	+$3M	2.97%	10

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Florida Financial Advisors's IWY Position: Q2 2026 in Review

Florida Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, buying an estimated $86.4K and bringing the position to 13,437 shares worth $3.91M. The position accounts for 0.66% of the portfolio, ranked #41.

Florida Financial Advisors first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Florida Financial Advisors held 13,437 shares of iShares Russell Top 200 Growth ETF worth $3.91M as of Q2 2026.
Florida Financial Advisors bought 306 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $86.4K.
iShares Russell Top 200 Growth ETF made up 0.66% of Florida Financial Advisors's portfolio in Q2 2026, its #41 holding.
Florida Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $4.2M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.