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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
Q2 		$968K Buy
+3,330
New +$940K 0.23% 63

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Colton Groome Financial Advisors's IWY Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 3,330 shares worth $968K. The stake represents 0.23% of the portfolio and ranks #63 among its holdings.

207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Colton Groome Financial Advisors held 3,330 shares of iShares Russell Top 200 Growth ETF worth $968K as of Q2 2026.
  • iShares Russell Top 200 Growth ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.23% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • 207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.