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Willner & Heller’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Willner & Heller’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 		$218K Buy
+749
New +$211K 0.14% 157
2026
Q1 		– Sell
-747
Closed -$207K – 165
2025
Q4 		$207K Hold
747
– – 0.15% 160
2025
Q3 		$204K Buy
+747
New +$193K 0.16% 157

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

Willner & Heller's IWY Position: Q2 2026 in Review

Willner & Heller opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 749 shares worth $218K. The stake represents 0.14% of the portfolio and ranks #157 among its holdings. This is a return to the name: Willner & Heller previously reported a position in IWY as recently as Q4 2025.

Willner & Heller first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Willner & Heller held 749 shares of iShares Russell Top 200 Growth ETF worth $218K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Willner & Heller position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.14% of Willner & Heller's portfolio in Q2 2026, its #157 holding.
  • Willner & Heller first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.