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

Legacy Financial 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 		$246K Buy
848
+25
+3% +$7.06K 0.03% 381
2026
Q1 		$205K Buy
+823
New +$218K 0.03% 394

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

Legacy Financial Advisors's IWY Position: Q2 2026 in Review

Legacy Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3% in Q2 2026, buying an estimated $7.06K and bringing the position to 848 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #381.

Legacy Financial Advisors first reported a position in IWY in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Legacy Financial Advisors held 848 shares of iShares Russell Top 200 Growth ETF worth $246K as of Q2 2026.
  • Legacy Financial Advisors bought 25 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $7.06K.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #381 holding.
  • Legacy Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.