Diversify Wealth Management
IWY icon

Diversify Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Diversify Wealth Management’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

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 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
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Diversify Wealth Management's IWY Position: Q3 2026 in Review

Diversify Wealth Management 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.

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

  • Diversify Wealth Management 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 Wealth Management position in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1222 holding.
  • 201 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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