STACKSTONE WEALTH, LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$229K	Buy	+777	New	+$223K	0.02%	313

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

STACKSTONE WEALTH, LLC's IWY Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2026: 777 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings.

140 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

STACKSTONE WEALTH, LLC held 777 shares of iShares Russell Top 200 Growth ETF worth $229K as of Q3 2026.
iShares Russell Top 200 Growth ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #313 holding.
140 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.