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Cooper Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cooper Financial 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 		$6.14M Buy
20,836
+6,165
+42% +$1.77M 0.49% 43
2026
Q2 		$4.26M Buy
14,671
+593
+4% +$167K 0.35% 54
2026
Q1 		$3.5M Buy
+14,078
New +$3.73M 0.35% 51

Other funds holding IWY

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 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
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
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Cooper Financial Group's IWY Position: Q3 2026 in Review

Cooper Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 42% in Q3 2026, buying an estimated $1.77M and bringing the position to 20,836 shares worth $6.14M. The position accounts for 0.49% of the portfolio, ranked #43.

Cooper Financial Group first reported a position in IWY in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Cooper Financial Group held 20,836 shares of iShares Russell Top 200 Growth ETF worth $6.14M as of Q3 2026.
  • Cooper Financial Group bought 6,165 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $1.77M.
  • iShares Russell Top 200 Growth ETF made up 0.49% of Cooper Financial Group's portfolio in Q3 2026, its #43 holding.
  • Cooper Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.