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

Pacific Sun 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
Q1 		$262K Buy
1,051
+114
+12% +$30.2K 0.13% 175
2025
Q4 		$259K Sell
937
-5
-0.5% -$1.39K 0.13% 171
2025
Q3 		$258K Hold
942
– – 0.12% 171
2025
Q2 		$232K Buy
+942
New +$210K 0.12% 174
2025
Q1 		– Sell
-902
Closed -$212K – 183
2024
Q4 		$212K Buy
+902
New +$207K 0.12% 175

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Pacific Sun Financial's IWY Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q1 2026, buying an estimated $30.2K and bringing the position to 1,051 shares worth $262K. The position accounts for 0.13% of the portfolio, ranked #175.

Pacific Sun Financial first reported a position in IWY in Q4 2024 and has held it in 5 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Pacific Sun Financial held 1,051 shares of iShares Russell Top 200 Growth ETF worth $262K as of Q1 2026.
  • Pacific Sun Financial bought 114 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $30.2K.
  • iShares Russell Top 200 Growth ETF made up 0.13% of Pacific Sun Financial's portfolio in Q1 2026, its #175 holding.
  • Pacific Sun Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.