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

HHM 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	$60.2K	Hold	207	–	–	0.01%	362
2026 Q1	$51.5K	Hold	207	–	–	0.01%	366
2025 Q4	$57.3K	Hold	207	–	–	0.01%	342
2025 Q3	$56.6K	Hold	207	–	–	0.01%	358
2025 Q2	$51K	Hold	207	–	–	0.01%	371
2025 Q1	$43.7K	Hold	207	–	–	0.01%	382
2024 Q4	$48.7K	Buy	+207	New	+$47.5K	0.01%	360

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

HHM Wealth Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 207 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #362.

HHM Wealth Advisors first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 233 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

HHM Wealth Advisors held 207 shares of iShares Russell Top 200 Growth ETF worth $60.2K as of Q2 2026.
HHM Wealth Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #362 holding.
HHM Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
233 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.