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Sunrise Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sunrise Financial Services’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 		$9.69M Buy
33,346
+1,947
+6% +$550K 5.76% 3
2026
Q1 		$7.81M Buy
31,399
+2,714
+9% +$719K 5.54% 4
2025
Q4 		$7.94M Buy
+28,685
New +$7.95M 5.99% 3

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $617B AUM 30.33% 1-Year Est. Return

Sunrise Financial Services's IWY Position: Q2 2026 in Review

Sunrise Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.2% in Q2 2026, buying an estimated $550K and bringing the position to 33,346 shares worth $9.69M. The position accounts for 5.76% of the portfolio, ranked #3.

Sunrise Financial Services first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Sunrise Financial Services held 33,346 shares of iShares Russell Top 200 Growth ETF worth $9.69M as of Q2 2026.
  • Sunrise Financial Services bought 1,947 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $550K.
  • iShares Russell Top 200 Growth ETF made up 5.76% of Sunrise Financial Services's portfolio in Q2 2026, its #3 holding.
  • Sunrise Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.