Savvy Advisors Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Savvy Advisors Inc’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	$1.69M	Sell	5,816 -13	-0.2%	-$3.67K	0.04%	371
2026 Q1	$1.45M	Sell	5,829 -1,543	-21%	-$409K	0.04%	342
2025 Q4	$2.04M	Sell	7,372 -41	-0.6%	-$11.4K	0.07%	222
2025 Q3	$2.03M	Sell	7,413 -143	-2%	-$37K	0.09%	153
2025 Q2	$1.86M	Sell	7,556 -90	-1%	-$20K	0.12%	125
2025 Q1	$1.61M	Sell	7,646 -214	-3%	-$49.2K	0.16%	103
2024 Q4	$1.85M	Buy	+7,860	New	+$1.8M	0.22%	77

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Savvy Advisors Inc's IWY Position: Q2 2026 in Review

Savvy Advisors Inc reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.22% in Q2 2026, selling an estimated $3.67K and leaving 5,816 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #371.

Savvy Advisors Inc first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q4 2025. 687 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Savvy Advisors Inc held 5,816 shares of iShares Russell Top 200 Growth ETF worth $1.69M as of Q2 2026.
Savvy Advisors Inc sold 13 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $3.67K.
iShares Russell Top 200 Growth ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #371 holding.
Savvy Advisors Inc first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Savvy Advisors Inc's iShares Russell Top 200 Growth ETF position peaked at $2.04M in Q4 2025.
687 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.