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 Q2	–	Sell	-83	Closed	-$20.7K	–	714
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 $29.1B AUM

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Advisors's IWY Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 83 shares — an estimated $20.7K sold.

Heritage Wealth Advisors first reported a position in IWY in Q4 2024 and held it in 6 quarters. The position peaked at $23K in Q4 2025. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Heritage Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 83 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $20.7K.
Heritage Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 6 quarters.
Heritage Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $23K in Q4 2025.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.