Able Wealth Management
IWY icon

Able Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Able Wealth Management’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 		$532K Sell
1,762
-166
-9% -$47.5K 0.12% 80
2026
Q2 		$560K Sell
1,928
-1,207
-39% -$341K 0.13% 77
2026
Q1 		$780K Sell
3,135
-1,856
-37% -$492K 0.21% 70
2025
Q4 		$1.38M Sell
4,991
-541
-10% -$150K 0.44% 43
2025
Q3 		$1.51M Buy
5,532
+568
+11% +$147K 0.57% 40
2025
Q2 		$1.22M Sell
4,964
-4,440
-47% -$988K 0.62% 40
2025
Q1 		$1.98M Buy
9,404
+3,007
+47% +$692K 1.17% 23
2024
Q4 		$1.5M Buy
6,397
+5,075
+384% +$1.17M 0.99% 26
2024
Q3 		$291K Buy
+1,322
New +$281K 0.22% 71
2024
Q1 		– Sell
-112
Closed -$19.6K – 331
2023
Q4 		$19.6K Buy
+112
New +$18.4K 0.02% 204

Other funds holding IWY

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Able Wealth Management's IWY Position: Q3 2026 in Review

Able Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 8.6% in Q3 2026, selling an estimated $47.5K and leaving 1,762 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #80.

Able Wealth Management first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.98M in Q1 2025. 217 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Able Wealth Management held 1,762 shares of iShares Russell Top 200 Growth ETF worth $532K as of Q3 2026.
  • Able Wealth Management sold 166 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $47.5K.
  • iShares Russell Top 200 Growth ETF made up 0.12% of Able Wealth Management's portfolio in Q3 2026, its #80 holding.
  • Able Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Able Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $1.98M in Q1 2025.
  • 217 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.