Decker Retirement Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Decker Retirement Planning’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	$1.97M	Sell	6,671 -358	-5%	-$103K	0.65%	32
2026 Q2	$2.04M	Sell	7,029 -248	-3%	-$70K	0.7%	32
2026 Q1	$1.81M	Buy	7,277 +342	+5%	+$90.6K	0.82%	31
2025 Q4	$1.92M	Buy	6,935 +521	+8%	+$144K	0.95%	33
2025 Q3	$1.76M	Buy	6,414 +865	+16%	+$224K	0.97%	34
2025 Q2	$1.37M	Sell	5,549 -53	-0.9%	-$11.8K	0.79%	28
2025 Q1	$1.18M	Buy	5,602 +1,000	+22%	+$230K	0.74%	19
2024 Q4	$1.08M	Buy	+4,602	New	+$1.06M	0.63%	29

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

Decker Retirement Planning's IWY Position: Q3 2026 in Review

Decker Retirement Planning reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.1% in Q3 2026, selling an estimated $103K and leaving 6,671 shares worth $1.97M. The position accounts for 0.65% of the portfolio, ranked #32.

Decker Retirement Planning first reported a position in IWY in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q2 2026. 399 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Decker Retirement Planning held 6,671 shares of iShares Russell Top 200 Growth ETF worth $1.97M as of Q3 2026.
Decker Retirement Planning sold 358 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $103K.
iShares Russell Top 200 Growth ETF made up 0.65% of Decker Retirement Planning's portfolio in Q3 2026, its #32 holding.
Decker Retirement Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 8 quarters since.
Decker Retirement Planning's iShares Russell Top 200 Growth ETF position peaked at $2.04M in Q2 2026.
399 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Decker Retirement Planning's 13F filing for Q3 2026, filed 19 Oct 2026.