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

Warner 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	$235K	Buy	+809	New	+$228K	0.07%	136

Other funds holding IWY

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Warner Financial's IWY Position: Q2 2026 in Review

Warner Financial opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 809 shares worth $235K. The stake represents 0.07% of the portfolio and ranks #136 among its holdings.

320 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Warner Financial held 809 shares of iShares Russell Top 200 Growth ETF worth $235K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Warner Financial position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.07% of Warner Financial's portfolio in Q2 2026, its #136 holding.
320 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.