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

Heritage Wealth 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
Q1 		$20.7K Hold
83
– – ﹤0.01% 435
2025
Q4 		$23K Hold
83
– – ﹤0.01% 393
2025
Q3 		$22.7K Hold
83
– – ﹤0.01% 365
2025
Q2 		$20.5K Hold
83
– – ﹤0.01% 372
2025
Q1 		$17.5K Hold
83
– – ﹤0.01% 382
2024
Q4 		$19.5K Buy
+83
New +$19.1K ﹤0.01% 388

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Heritage Wealth Advisors's IWY Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 83 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Heritage Wealth Advisors first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. The position peaked at $23K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Heritage Wealth Advisors held 83 shares of iShares Russell Top 200 Growth ETF worth $20.7K as of Q1 2026.
  • Heritage Wealth Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #435 holding.
  • Heritage Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $23K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.