Csenge Advisory Group
IWY icon

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

Csenge 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 		$284K Buy
+963
New +$276K 0.01% 610
2025
Q4 		– Sell
-948
Closed -$259K – 737
2025
Q3 		$259K Buy
+948
New +$245K 0.01% 587
2025
Q1 		– Sell
-3,177
Closed -$747K – 707
2024
Q4 		$747K Buy
+3,177
New +$729K 0.04% 337
2024
Q3 		– Sell
-3,346
Closed -$718K – 735
2024
Q2 		$718K Sell
3,346
-2,901
-46% -$578K 0.04% 323
2024
Q1 		$1.22M Buy
6,247
+241
+4% +$45K 0.07% 222
2023
Q4 		$1.05M Buy
6,006
+1,891
+46% +$310K 0.07% 225
2023
Q3 		$633K Sell
4,115
-3,606
-47% -$575K 0.04% 311
2023
Q2 		$1.22M Sell
7,721
-173
-2% -$25.2K 0.08% 185
2023
Q1 		$1.1M Buy
7,894
+2,994
+61% +$389K 0.08% 190
2022
Q4 		$591K Buy
4,900
+3
+0.1% +$373 0.05% 306
2022
Q3 		$585K Sell
4,897
-4,536
-48% -$609K 0.05% 303
2022
Q2 		$1.18M Buy
9,433
+560
+6% +$76.9K 0.1% 177
2022
Q1 		$1.41M Buy
8,873
+3,772
+74% +$588K 0.11% 161
2021
Q4 		$771K Sell
5,101
-2,137
-30% -$356K 0.07% 250
2021
Q3 		$1.12M Buy
7,238
+2,137
+42% +$337K 0.09% 193
2021
Q2 		$771K Buy
5,101
+1,195
+31% +$171K 0.07% 251
2021
Q1 		$557K Sell
3,906
-770
-16% -$103K 0.06% 251
2020
Q4 		$622K Sell
4,676
-1,699
-27% -$214K 0.07% 194
2020
Q3 		$766K Sell
6,375
-37,519
-85% -$4.42M 0.11% 160
2020
Q2 		$4.68M Buy
+43,894
New +$4.3M 0.67% 34

Other funds holding IWY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Csenge Advisory Group's IWY Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2026: 963 shares worth $284K. The stake represents 0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Csenge Advisory Group previously reported a position in IWY as recently as Q3 2025.

Csenge Advisory Group first reported a position in IWY in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.68M in Q2 2020. 434 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Csenge Advisory Group held 963 shares of iShares Russell Top 200 Growth ETF worth $284K as of Q3 2026.
  • iShares Russell Top 200 Growth ETF was a new Csenge Advisory Group position in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Csenge Advisory Group's portfolio in Q3 2026, its #610 holding.
  • Csenge Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • Csenge Advisory Group's iShares Russell Top 200 Growth ETF position peaked at $4.68M in Q2 2020.
  • 434 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.