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

Sovereign 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	$2.23M	Sell	7,664 -41	-0.5%	-$11.6K	0.34%	49
2026 Q1	$1.92M	Sell	7,705 -56	-0.7%	-$14.8K	0.33%	52
2025 Q4	$2.15M	Sell	7,761 -331	-4%	-$91.7K	0.37%	45
2025 Q3	$2.21M	Buy	8,092 +413	+5%	+$107K	0.41%	39
2025 Q2	$1.89M	Sell	7,679 -333	-4%	-$74.1K	0.39%	47
2025 Q1	$1.69M	Buy	8,012 +440	+6%	+$101K	0.39%	49
2024 Q4	$1.78M	Buy	7,572 +536	+8%	+$123K	0.41%	47
2024 Q3	$1.55M	Buy	7,036 +2,153	+44%	+$458K	0.36%	53
2024 Q2	$1.05M	Buy	4,883 +799	+20%	+$159K	0.26%	81
2024 Q1	$797K	Buy	4,084 +307	+8%	+$57.4K	0.21%	94
2023 Q4	$662K	Buy	3,777 +873	+30%	+$143K	0.2%	96
2023 Q3	$447K	Buy	2,904 +523	+22%	+$83.4K	0.16%	134
2023 Q2	$378K	Buy	+2,381	New	+$347K	0.12%	163

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

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

Sovereign Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.53% in Q2 2026, selling an estimated $11.6K and leaving 7,664 shares worth $2.23M. The position accounts for 0.34% of the portfolio, ranked #49.

Sovereign Financial Group first reported a position in IWY in Q2 2023 and has held it in 13 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Sovereign Financial Group held 7,664 shares of iShares Russell Top 200 Growth ETF worth $2.23M as of Q2 2026.
Sovereign Financial Group sold 41 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $11.6K.
iShares Russell Top 200 Growth ETF made up 0.34% of Sovereign Financial Group's portfolio in Q2 2026, its #49 holding.
Sovereign Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 13 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.