Atwater Malick’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Atwater Malick’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	$17.7M	Buy	60,092 +718	+1%	+$206K	3.9%	9
2026 Q2	$17.3M	Buy	59,374 +3,399	+6%	+$960K	3.76%	10
2026 Q1	$13.9M	Buy	55,975 +7,017	+14%	+$1.86M	3.76%	11
2025 Q4	$13.6M	Buy	48,958 +10,688	+28%	+$2.96M	3.74%	11
2025 Q3	$10.5M	Buy	38,270 +32,567	+571%	+$8.42M	3.04%	14
2025 Q2	$1.41M	Buy	5,703 +2,283	+67%	+$508K	0.45%	37
2025 Q1	$721K	Sell	3,420 -535	-14%	-$123K	0.24%	47
2024 Q4	$930K	Buy	3,955 +744	+23%	+$171K	0.31%	39
2024 Q3	$707K	Buy	3,211 +808	+34%	+$172K	0.23%	45
2024 Q2	$515K	Buy	+2,403	New	+$479K	0.18%	51

Other funds holding IWY

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

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

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

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

Atwater Malick's IWY Position: Q3 2026 in Review

Atwater Malick increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.2% in Q3 2026, buying an estimated $206K and bringing the position to 60,092 shares worth $17.7M. The position accounts for 3.9% of the portfolio, ranked #9.

Atwater Malick first reported a position in IWY in Q2 2024 and has held it in 10 quarters since. 261 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Atwater Malick held 60,092 shares of iShares Russell Top 200 Growth ETF worth $17.7M as of Q3 2026.
Atwater Malick bought 718 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $206K.
iShares Russell Top 200 Growth ETF made up 3.9% of Atwater Malick's portfolio in Q3 2026, its #9 holding.
Atwater Malick first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 10 quarters since.
261 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.