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Farther Finance Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Farther Finance Advisors’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 		$6.36M Buy
21,576
+819
+4% +$235K 0.04% 365
2026
Q2 		$6.03M Buy
20,757
+7,379
+55% +$2.08M 0.05% 354
2026
Q1 		$3.36M Buy
13,378
+587
+5% +$156K 0.03% 467
2025
Q4 		$3.54M Buy
12,791
+1,090
+9% +$302K 0.04% 399
2025
Q3 		$3.2M Buy
11,701
+8,689
+288% +$2.25M 0.05% 319
2025
Q2 		$742K Buy
3,012
+2,142
+246% +$477K 0.01% 724
2025
Q1 		$185K Sell
870
-844
-49% -$194K ﹤0.01% 1262
2024
Q4 		$403K Buy
1,714
+365
+27% +$83.8K 0.01% 676
2024
Q3 		$297K Sell
1,349
-67
-5% -$14.3K 0.01% 834
2024
Q2 		$307K Buy
1,416
+5
+0.4% +$996 0.01% 665
2024
Q1 		$276K Buy
1,411
+594
+73% +$111K 0.02% 580
2023
Q4 		$143K Buy
817
+572
+233% +$93.9K 0.01% 672
2023
Q3 		$37.7K Hold
245
– – 0.01% 873
2023
Q2 		$38.8K Buy
+245
New +$35.7K 0.01% 748

Other funds holding IWY

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Farther Finance Advisors's IWY Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.9% in Q3 2026, buying an estimated $235K and bringing the position to 21,576 shares worth $6.36M. The position accounts for 0.04% of the portfolio, ranked #365.

Farther Finance Advisors first reported a position in IWY in Q2 2023 and has held it in 14 quarters since. 26 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Farther Finance Advisors held 21,576 shares of iShares Russell Top 200 Growth ETF worth $6.36M as of Q3 2026.
  • Farther Finance Advisors bought 819 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $235K.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Farther Finance Advisors's portfolio in Q3 2026, its #365 holding.
  • Farther Finance Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.