Heck Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Heck Capital 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	$373K	Sell	1,285 -5,535	-81%	-$1.56M	0.02%	171
2026 Q1	$1.7M	Sell	6,820 -676	-9%	-$179K	0.13%	88
2025 Q4	$2.08M	Sell	7,496 -785	-9%	-$217K	0.15%	77
2025 Q3	$2.27M	Buy	8,281 +1,283	+18%	+$332K	0.18%	76
2025 Q2	$1.73M	Buy	6,998 +4,157	+146%	+$925K	0.15%	76
2025 Q1	$599K	Buy	+2,841	New	+$654K	0.07%	104

Other funds holding IWY

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

FCBT

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

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Heck Capital Advisors's IWY Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 81% in Q2 2026, selling an estimated $1.56M and leaving 1,285 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #171.

Heck Capital Advisors first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.27M in Q3 2025. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Heck Capital Advisors held 1,285 shares of iShares Russell Top 200 Growth ETF worth $373K as of Q2 2026.
Heck Capital Advisors sold 5,535 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.56M.
iShares Russell Top 200 Growth ETF made up 0.02% of Heck Capital Advisors's portfolio in Q2 2026, its #171 holding.
Heck Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Heck Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.27M in Q3 2025.
308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.