Hershey Financial Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Hershey Financial Advisers’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	-2,016	Closed	-$502K	–	99
2026 Q1	$502K	Buy	+2,016	New	+$534K	0.43%	63
2024 Q4	$467K	Buy	+1,985	New	+$456K	0.41%	57
2024 Q2	$456K	Buy	+2,125	New	+$423K	0.41%	42

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

Hershey Financial Advisers's IWY Position: Q2 2026 in Review

Hershey Financial Advisers sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2026, closing a stake of 2,016 shares — an estimated $502K sold.

Hershey Financial Advisers first reported a position in IWY in Q2 2024 and held it in 3 quarters. The position peaked at $502K in Q1 2026. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Hershey Financial Advisers reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2026 after selling out during the quarter.
Hershey Financial Advisers sold 2,016 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $502K.
Hershey Financial Advisers first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 3 quarters.
Hershey Financial Advisers's iShares Russell Top 200 Growth ETF position peaked at $502K in Q1 2026.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.