Diversify Advisory Services
IWY icon

Diversify Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Diversify Advisory Services’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 		$203K Buy
+696
New +$199K ﹤0.01% 1222

Other funds holding IWY

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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 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
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Diversify Advisory Services's IWY Position: Q3 2026 in Review

Diversify Advisory Services opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2026: 696 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings.

167 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Diversify Advisory Services held 696 shares of iShares Russell Top 200 Growth ETF worth $203K as of Q3 2026.
  • iShares Russell Top 200 Growth ETF was a new Diversify Advisory Services position in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1222 holding.
  • 167 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.