DDD Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

DDD Partners’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	$416K	Hold	1,410	–	–	0.02%	134
2026 Q2	$410K	Hold	1,410	–	–	0.03%	126
2026 Q1	$351K	Hold	1,410	–	–	0.02%	109
2025 Q4	$390K	Hold	1,410	–	–	0.02%	103
2025 Q3	$386K	Hold	1,410	–	–	0.02%	100
2025 Q2	$348K	Hold	1,410	–	–	0.04%	93
2025 Q1	$297K	Hold	1,410	–	–	0.04%	88
2024 Q4	$332K	Hold	1,410	–	–	0.04%	84
2024 Q3	$310K	Buy	+1,410	New	+$300K	0.03%	89

Other funds holding IWY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

DDD Partners's IWY Position: Q3 2026 in Review

DDD Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 1,410 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #134.

DDD Partners first reported a position in IWY in Q3 2024 and has held it in 9 quarters since. 388 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

DDD Partners held 1,410 shares of iShares Russell Top 200 Growth ETF worth $416K as of Q3 2026.
DDD Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of DDD Partners's portfolio in Q3 2026, its #134 holding.
DDD Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 9 quarters since.
388 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.