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Compton Wealth Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Compton Wealth Advisory Group’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 		$34.4M Sell
116,360
-1,049
-0.9% -$300K 7.04% 2
2026
Q2 		$33.8M Sell
117,409
-1,453
-1% -$410K 6.82% 2
2026
Q1 		$29.8M Buy
118,862
+630
+0.5% +$167K 6.64% 2
2025
Q4 		$32.7M Sell
118,232
-1,448
-1% -$401K 7.16% 2
2025
Q3 		$32.8M Sell
119,680
-1,585
-1% -$410K 7.58% 2
2025
Q2 		$29.9M Sell
121,265
-1,739
-1% -$387K 7.56% 2
2025
Q1 		$25.9M Sell
123,004
-1,538
-1% -$354K 7.2% 2
2024
Q4 		$29.3M Sell
124,542
-10,083
-7% -$2.31M 7.56% 2
2024
Q3 		$29.6M Sell
134,625
-5,737
-4% -$1.22M 7.48% 2
2024
Q2 		$30.1M Sell
140,362
-2,348
-2% -$468K 8.02% 2
2024
Q1 		$27.8M Sell
142,710
-1,530
-1% -$286K 7.62% 2
2023
Q4 		$25.3M Buy
144,240
+9,062
+7% +$1.49M 7.93% 2
2023
Q3 		$20.8M Buy
135,178
+41,177
+44% +$6.57M 7.14% 3
2023
Q2 		$14.9M Sell
94,001
-1,124
-1% -$164K 4.97% 3
2023
Q1 		$13.2M Buy
95,125
+43,056
+83% +$5.59M 4.57% 3
2022
Q4 		$6.28M Sell
52,069
-29,014
-36% -$3.61M 2.45% 13
2022
Q3 		$9.7M Buy
81,083
+33,749
+71% +$4.53M 4.12% 8
2022
Q2 		$5.93M Buy
47,334
+23,405
+98% +$3.21M 2.55% 13
2022
Q1 		$3.8M Sell
23,929
-12
-0.1% -$1.87K 1.47% 19
2021
Q4 		$4.15M Buy
23,941
+1,065
+5% +$177K 1.78% 18
2021
Q3 		$3.49M Buy
22,876
+1,392
+6% +$220K 1.64% 18
2021
Q2 		$3.24M Buy
21,484
+1,846
+9% +$264K 1.51% 18
2021
Q1 		$2.64M Buy
19,638
+22
+0.1% +$2.95K 1.51% 19
2020
Q4 		$2.61M Buy
19,616
+1,035
+6% +$131K 1.63% 19
2020
Q3 		$2.26M Buy
18,581
+12,440
+203% +$1.47M 1.69% 18
2020
Q2 		$655K Buy
+6,141
New +$602K 0.7% 44

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
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RTD Financial Advisors
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
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

Compton Wealth Advisory Group's IWY Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.89% in Q3 2026, selling an estimated $300K and leaving 116,360 shares worth $34.4M. The position accounts for 7.04% of the portfolio, ranked #2.

Compton Wealth Advisory Group first reported a position in IWY in Q2 2020 and has held it in 26 quarters since. 132 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Compton Wealth Advisory Group held 116,360 shares of iShares Russell Top 200 Growth ETF worth $34.4M as of Q3 2026.
  • Compton Wealth Advisory Group sold 1,049 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $300K.
  • iShares Russell Top 200 Growth ETF made up 7.04% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #2 holding.
  • Compton Wealth Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.