Dynamic Advisor Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Dynamic Advisor Solutions’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	$532K	Sell	1,803 -246	-12%	-$70.5K	0.02%	651
2026 Q2	$595K	Sell	2,049 -778	-28%	-$220K	0.02%	632
2026 Q1	$704K	Sell	2,827 -92	-3%	-$24.4K	0.02%	551
2025 Q4	$808K	Sell	2,919 -628	-18%	-$174K	0.03%	506
2025 Q3	$971K	Sell	3,547 -168	-5%	-$43.5K	0.03%	475
2025 Q2	$916K	Sell	3,715 -1,120	-23%	-$249K	0.03%	479
2025 Q1	$1.02M	Buy	4,835 +155	+3%	+$35.7K	0.03%	413
2024 Q4	$1.1M	Sell	4,680 -11	-0.2%	-$2.52K	0.05%	299
2024 Q3	$1.03M	Buy	4,691 +607	+15%	+$129K	0.03%	439
2024 Q2	$876K	Sell	4,084 -54	-1%	-$10.8K	0.03%	490
2024 Q1	$807K	Sell	4,138 -1,181	-22%	-$221K	0.03%	483
2023 Q4	$907K	Buy	5,319 +2,484	+88%	+$408K	0.03%	435
2023 Q3	$436K	Buy	2,835 +791	+39%	+$126K	0.02%	558
2023 Q2	$324K	Sell	2,044 -533	-21%	-$77.7K	0.02%	610
2023 Q1	$358K	Sell	2,577 -251	-9%	-$32.6K	0.02%	548
2022 Q4	$341K	Sell	2,828 -329	-10%	-$40.9K	0.02%	526
2022 Q3	$377K	Buy	3,157 +172	+6%	+$23.1K	0.03%	464
2022 Q2	$374K	Sell	2,985 -819	-22%	-$112K	0.03%	475
2022 Q1	$604K	Sell	3,804 -360	-9%	-$56.1K	0.04%	392
2021 Q4	$722K	Sell	4,164 -68	-2%	-$11.3K	0.05%	342
2021 Q3	$646K	Sell	4,232 -82	-2%	-$12.9K	0.05%	386
2021 Q2	$650K	Buy	4,314 +382	+10%	+$54.7K	0.05%	370
2021 Q1	$529K	Buy	3,932 +384	+11%	+$51.5K	0.05%	368
2020 Q4	$472K	Buy	3,548 +1,769	+99%	+$223K	0.04%	373
2020 Q3	$216K	Buy	+1,779	New	+$210K	0.02%	508
2018 Q4	–	Sell	-2,610	Closed	-$223K	–	432
2018 Q3	$223K	Buy	2,610 +35	+1%	+$2.89K	0.05%	351
2018 Q2	$202K	Buy	+2,575	New	+$197K	0.05%	377
2018 Q1	–	Sell	-2,990	Closed	-$219K	–	373
2017 Q4	$219K	Buy	+2,990	New	+$213K	0.07%	229

Other funds holding IWY

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

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

IDA

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

RPSA

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 San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

Dynamic Advisor Solutions's IWY Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q3 2026, selling an estimated $70.5K and leaving 1,803 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #651.

Dynamic Advisor Solutions first reported a position in IWY in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.1M in Q4 2024. 133 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Dynamic Advisor Solutions held 1,803 shares of iShares Russell Top 200 Growth ETF worth $532K as of Q3 2026.
Dynamic Advisor Solutions sold 246 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $70.5K.
iShares Russell Top 200 Growth ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #651 holding.
Dynamic Advisor Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 28 quarters since.
Dynamic Advisor Solutions's iShares Russell Top 200 Growth ETF position peaked at $1.1M in Q4 2024.
133 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.