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

Whelan 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	$2.6M	Sell	8,957 -715	-7%	-$202K	0.71%	17
2026 Q1	$2.41M	Sell	9,672 -87	-0.9%	-$23K	0.75%	18
2025 Q4	$2.7M	Sell	9,759 -47	-0.5%	-$13K	0.84%	16
2025 Q3	$2.68M	Sell	9,806 -334	-3%	-$86.4K	0.85%	16
2025 Q2	$2.5M	Buy	10,140 +2,828	+39%	+$629K	0.9%	14
2025 Q1	$1.54M	Sell	7,312 -2	-0%	-$460	0.6%	18
2024 Q4	$1.72M	Hold	7,314	–	–	0.68%	16
2024 Q3	$1.61M	Hold	7,314	–	–	0.66%	16
2024 Q2	$1.57M	Sell	7,314 -6	-0.1%	-$1.2K	0.7%	16
2024 Q1	$1.43M	Sell	7,320 -191	-3%	-$35.7K	0.65%	15
2023 Q4	$1.32M	Hold	7,511	–	–	0.61%	14
2023 Q3	$1.16M	Sell	7,511 -20	-0.3%	-$3.19K	0.61%	14
2023 Q2	$1.19M	Sell	7,531 -10	-0.1%	-$1.46K	0.62%	14
2023 Q1	$1.05M	Sell	7,541 -3,842	-34%	-$499K	0.58%	14
2022 Q4	$1.37M	Buy	+11,383	New	+$1.41M	0.83%	13

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

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

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Whelan Financial's IWY Position: Q2 2026 in Review

Whelan Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.4% in Q2 2026, selling an estimated $202K and leaving 8,957 shares worth $2.6M. The position accounts for 0.71% of the portfolio, ranked #17.

Whelan Financial first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.7M in Q4 2025. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Whelan Financial held 8,957 shares of iShares Russell Top 200 Growth ETF worth $2.6M as of Q2 2026.
Whelan Financial sold 715 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $202K.
iShares Russell Top 200 Growth ETF made up 0.71% of Whelan Financial's portfolio in Q2 2026, its #17 holding.
Whelan Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Whelan Financial's iShares Russell Top 200 Growth ETF position peaked at $2.7M in Q4 2025.
308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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