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HBK Sorce Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

HBK Sorce Advisory’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 		$851K Buy
2,937
+102
+4% +$27K 0.02% 268
2025
Q4 		$756K Buy
2,835
+631
+29% +$175K 0.02% 283
2025
Q3 		$601K Buy
2,204
+2
+0.1% +$517 0.02% 314
2025
Q2 		$543K Sell
2,202
-42
-2% -$9.35K 0.01% 326
2025
Q1 		$473K Buy
2,244
+3
+0.1% +$690 0.01% 351
2024
Q4 		$527K Buy
+2,241
New +$515K 0.02% 324

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HBK Sorce Advisory's IWY Position: Q1 2026 in Review

HBK Sorce Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.6% in Q1 2026, buying an estimated $27K and bringing the position to 2,937 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #268.

HBK Sorce Advisory first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • HBK Sorce Advisory held 2,937 shares of iShares Russell Top 200 Growth ETF worth $851K as of Q1 2026.
  • HBK Sorce Advisory bought 102 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $27K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q1 2026, its #268 holding.
  • HBK Sorce Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.