JF
IWY icon

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

JSF Financial’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 		$26.3M Buy
90,402
+11,541
+15% +$3.26M 4.16% 5
2026
Q1 		$19.6M Buy
78,861
+9,169
+13% +$2.43M 3.85% 7
2025
Q4 		$19.3M Sell
69,692
-2,948
-4% -$817K 4% 8
2025
Q3 		$19.9M Sell
72,640
-1,702
-2% -$440K 4.41% 7
2025
Q2 		$18.3M Buy
74,342
+5,467
+8% +$1.22M 4.36% 6
2025
Q1 		$14.5M Buy
68,875
+20,343
+42% +$4.68M 3.83% 7
2024
Q4 		$11.4M Sell
48,532
-293
-0.6% -$67.3K 3.05% 8
2024
Q3 		$10.7M Sell
48,825
-598
-1% -$127K 3.13% 8
2024
Q2 		$10.6M Buy
49,423
+2,437
+5% +$486K 3.25% 9
2024
Q1 		$9.17M Buy
46,986
+6,488
+16% +$1.21M 2.87% 9
2023
Q4 		$7.1M Buy
40,498
+838
+2% +$138K 2.46% 9
2023
Q3 		$6.1M Buy
39,660
+12,737
+47% +$2.03M 2.36% 9
2023
Q2 		$4.27M Buy
26,923
+351
+1% +$51.2K 1.51% 18
2023
Q1 		$3.69M Buy
26,572
+2,531
+11% +$329K 1.38% 21
2022
Q4 		$2.9M Buy
24,041
+2,523
+12% +$314K 1.08% 23
2022
Q3 		$2.57M Buy
21,518
+3,852
+22% +$517K 0.98% 27
2022
Q2 		$2.21M Sell
17,666
-1,365
-7% -$187K 1% 24
2022
Q1 		$3.02M Buy
19,031
+16,530
+661% +$2.58M 1.29% 19
2021
Q4 		$434K Buy
2,501
+874
+54% +$146K 0.21% 58
2021
Q3 		$248K Buy
+1,627
New +$257K 0.12% 96
2019
Q1 		– Sell
-2,815
Closed -$202K – 63
2018
Q4 		$202K Buy
+2,815
New +$218K 0.21% 54

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JSF Financial's IWY Position: Q2 2026 in Review

JSF Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 15% in Q2 2026, buying an estimated $3.26M and bringing the position to 90,402 shares worth $26.3M. The position accounts for 4.16% of the portfolio, ranked #5.

JSF Financial first reported a position in IWY in Q4 2018 and has held it in 21 quarters since. 683 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • JSF Financial held 90,402 shares of iShares Russell Top 200 Growth ETF worth $26.3M as of Q2 2026.
  • JSF Financial bought 11,541 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.26M.
  • iShares Russell Top 200 Growth ETF made up 4.16% of JSF Financial's portfolio in Q2 2026, its #5 holding.
  • JSF Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • 683 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.