Heritage Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Heritage Trust’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	$502K	Buy	2,018 +118	+6%	+$31.3K	0.05%	212
2025 Q4	$526K	Hold	1,900	–	–	0.05%	205
2025 Q3	$520K	Hold	1,900	–	–	0.06%	207
2025 Q2	$468K	Sell	1,900 -30	-2%	-$6.68K	0.05%	216
2025 Q1	$407K	Sell	1,930 -12	-0.6%	-$2.76K	0.05%	228
2024 Q4	$457K	Buy	+1,942	New	+$446K	0.05%	213
2024 Q2	$456K	Sell	2,126 -282	-12%	-$56.2K	0.06%	195
2024 Q1	$470K	Hold	2,408	–	–	0.06%	193
2023 Q4	$422K	Buy	+2,408	New	+$395K	0.06%	206

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 $71.6B AUM 21.08% 1-Year Est. Return

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

Heritage Trust's IWY Position: Q1 2026 in Review

Heritage Trust increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.2% in Q1 2026, buying an estimated $31.3K and bringing the position to 2,018 shares worth $502K. The position accounts for 0.05% of the portfolio, ranked #212.

Heritage Trust first reported a position in IWY in Q4 2023 and has held it in 9 quarters since. The position peaked at $526K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Heritage Trust held 2,018 shares of iShares Russell Top 200 Growth ETF worth $502K as of Q1 2026.
Heritage Trust bought 118 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $31.3K.
iShares Russell Top 200 Growth ETF made up 0.05% of Heritage Trust's portfolio in Q1 2026, its #212 holding.
Heritage Trust first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 9 quarters since.
Heritage Trust's iShares Russell Top 200 Growth ETF position peaked at $526K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.