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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
Q2 		$931K Buy
3,213
+276
+9% +$77.9K 0.02% 272
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 $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HBK Sorce Advisory's IWY Position: Q2 2026 in Review

HBK Sorce Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.4% in Q2 2026, buying an estimated $77.9K and bringing the position to 3,213 shares worth $931K. The position accounts for 0.02% of the portfolio, ranked #272.

HBK Sorce Advisory first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • HBK Sorce Advisory held 3,213 shares of iShares Russell Top 200 Growth ETF worth $931K as of Q2 2026.
  • HBK Sorce Advisory bought 276 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #272 holding.
  • HBK Sorce Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.