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Colton Groome Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Colton Groome Financial 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 		– Sell
-3,330
Closed -$968K – 166
2026
Q2 		$968K Buy
+3,330
New +$940K 0.23% 63

Other funds holding IWY

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RFA
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
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Colton Groome Financial Advisors's IWY Position: Q3 2026 in Review

Colton Groome Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2026, closing a stake of 3,330 shares — an estimated $968K sold.

Colton Groome Financial Advisors first reported a position in IWY in Q2 2026 and held it in 1 quarter. The position peaked at $968K in Q2 2026. 31 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Colton Groome Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 3,330 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $968K.
  • Colton Groome Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2026 and held it in 1 quarter.
  • Colton Groome Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $968K in Q2 2026.
  • 31 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.