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

Pacific Financial Group’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 		$674K Buy
2,321
+2
+0.1% +$565 0.32% 60
2026
Q1 		$577K Sell
2,319
-23
-1% -$6.09K 0.31% 62
2025
Q4 		$649K Sell
2,342
-3
-0.1% -$831 0.36% 56
2025
Q3 		$642K Sell
2,345
-48
-2% -$12.4K 0.48% 42
2025
Q2 		$590K Sell
2,393
-23
-1% -$5.12K 0.46% 41
2025
Q1 		$510K Buy
2,416
+9
+0.4% +$2.07K 0.41% 43
2024
Q4 		$566K Sell
2,407
-74
-3% -$17K 0.42% 41
2024
Q3 		$546K Buy
2,481
+3
+0.1% +$638 0.4% 43
2024
Q2 		$532K Buy
2,478
+2
+0.1% +$399 0.38% 44
2024
Q1 		$483K Sell
2,476
-20
-0.8% -$3.74K 0.33% 45
2023
Q4 		$437K Buy
2,496
+9
+0.4% +$1.48K 0.33% 45
2023
Q3 		$383K Sell
2,487
-15
-0.6% -$2.39K 0.25% 48
2023
Q2 		$397K Sell
2,502
-139
-5% -$20.3K 0.26% 45
2023
Q1 		$367K Sell
2,641
-54
-2% -$7.01K 0.28% 43
2022
Q4 		$325K Buy
2,695
+10
+0.4% +$1.24K 0.24% 45
2022
Q3 		$321K Sell
2,685
-170
-6% -$22.8K 0.29% 44
2022
Q2 		$358K Buy
2,855
+4
+0.1% +$549 0.27% 47
2022
Q1 		$453K Buy
2,851
+3
+0.1% +$468 0.29% 47
2021
Q4 		$477K Sell
2,848
-15
-0.5% -$2.5K 0.31% 48
2021
Q3 		$437K Sell
2,863
-241
-8% -$38K 0.31% 50
2021
Q2 		$467K Sell
3,104
-686
-18% -$98.2K 0.32% 51
2021
Q1 		$510K Buy
3,790
+1
+0% +$134 0.41% 41
2020
Q4 		$504K Sell
3,789
-29
-0.8% -$3.66K 0.45% 40
2020
Q3 		$463K Buy
+3,818
New +$450K 0.36% 46
2019
Q4 		– Sell
-351,500
Closed -$30.2M – 87
2019
Q3 		$30.2M Buy
351,500
+45,997
+15% +$4.01M 3.27% 11
2019
Q2 		$25.1M Hold
305,503
– – 3.03% 11
2019
Q1 		$25.1M Buy
305,503
+43,317
+17% +$3.38M 3.06% 11
2018
Q4 		$18.8M Buy
+262,186
New +$20.3M 2.98% 11

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

Pacific Financial Group's IWY Position: Q2 2026 in Review

Pacific Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.09% in Q2 2026, buying an estimated $565 and bringing the position to 2,321 shares worth $674K. The position accounts for 0.32% of the portfolio, ranked #60.

Pacific Financial Group first reported a position in IWY in Q4 2018 and has held it in 28 quarters since. The position peaked at $30.2M in Q3 2019. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Pacific Financial Group held 2,321 shares of iShares Russell Top 200 Growth ETF worth $674K as of Q2 2026.
  • Pacific Financial Group bought 2 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $565.
  • iShares Russell Top 200 Growth ETF made up 0.32% of Pacific Financial Group's portfolio in Q2 2026, its #60 holding.
  • Pacific Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • Pacific Financial Group's iShares Russell Top 200 Growth ETF position peaked at $30.2M in Q3 2019.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.