Sterling Investment Advisors (Pennsylvania)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$235K	Hold	810	–	–	0.04%	207
2026 Q1	$202K	Hold	810	–	–	0.04%	205
2025 Q4	$224K	Hold	810	–	–	0.04%	193
2025 Q3	$222K	Buy	+810	New	+$210K	0.04%	180
2022 Q3	–	Sell	-810	Closed	-$101K	–	306
2022 Q2	$101K	Hold	810	–	–	0.03%	177
2022 Q1	$129K	Hold	810	–	–	0.04%	173
2021 Q4	$140K	Hold	810	–	–	0.04%	171
2021 Q3	$124K	Hold	810	–	–	0.04%	176
2021 Q2	$122K	Hold	810	–	–	0.04%	180
2021 Q1	$109K	Buy	+810	New	+$109K	0.04%	181

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

Sterling Investment Advisors (Pennsylvania)'s IWY Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 810 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #207.

Sterling Investment Advisors (Pennsylvania) first reported a position in IWY in Q1 2021 and has held it in 10 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 810 shares of iShares Russell Top 200 Growth ETF worth $235K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #207 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 10 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.