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 Q2	$269K	Sell	927 -124	-12%	-$35K	0.11%	181
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 $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Pacific Sun Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q2 2026, selling an estimated $35K and leaving 927 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #181.

Pacific Sun Financial first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Pacific Sun Financial held 927 shares of iShares Russell Top 200 Growth ETF worth $269K as of Q2 2026.
Pacific Sun Financial sold 124 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $35K.
iShares Russell Top 200 Growth ETF made up 0.11% of Pacific Sun Financial's portfolio in Q2 2026, its #181 holding.
Pacific Sun Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.