Bluesphere Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bluesphere Advisors’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	$13.7M	Sell	46,465 -1,575	-3%	-$451K	4.21%	4
2026 Q2	$14M	Sell	48,040 -2,808	-6%	-$793K	4.31%	4
2026 Q1	$12.7M	Buy	50,848 +9,430	+23%	+$2.5M	4.5%	4
2025 Q4	$11.5M	Sell	41,418 -1,402	-3%	-$388K	5.07%	3
2025 Q3	$11.7M	Sell	42,820 -2,368	-5%	-$613K	5.37%	3
2025 Q2	$11.1M	Sell	45,188 -2,632	-6%	-$586K	5.55%	3
2025 Q1	$10.1M	Sell	47,820 -702	-1%	-$161K	5.77%	3
2024 Q4	$11.4M	Sell	48,522 -2,597	-5%	-$596K	5.59%	3
2024 Q3	$11.2M	Buy	+51,119	New	+$10.9M	5.56%	3

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

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

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

Bluesphere Advisors's IWY Position: Q3 2026 in Review

Bluesphere Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.3% in Q3 2026, selling an estimated $451K and leaving 46,465 shares worth $13.7M. The position accounts for 4.21% of the portfolio, ranked #4.

Bluesphere Advisors first reported a position in IWY in Q3 2024 and has held it in 9 quarters since. The position peaked at $14M in Q2 2026. 210 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Bluesphere Advisors held 46,465 shares of iShares Russell Top 200 Growth ETF worth $13.7M as of Q3 2026.
Bluesphere Advisors sold 1,575 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $451K.
iShares Russell Top 200 Growth ETF made up 4.21% of Bluesphere Advisors's portfolio in Q3 2026, its #4 holding.
Bluesphere Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 9 quarters since.
Bluesphere Advisors's iShares Russell Top 200 Growth ETF position peaked at $14M in Q2 2026.
210 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Bluesphere Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.