Gradient Investments
IWY icon

Gradient Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gradient Investments’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 		$5.12M Buy
17,358
+839
+5% +$240K 0.07% 211
2026
Q2 		$4.8M Buy
16,519
+1,446
+10% +$408K 0.07% 206
2026
Q1 		$3.75M Buy
15,073
+9,111
+153% +$2.41M 0.06% 209
2025
Q4 		$1.65M Buy
5,962
+1,710
+40% +$474K 0.03% 224
2025
Q3 		$1.16M Buy
4,252
+1,003
+31% +$259K 0.02% 244
2025
Q2 		$801K Buy
+3,249
New +$723K 0.01% 241
2024
Q3 		– Sell
-489
Closed -$105K – 831
2024
Q2 		$105K Hold
489
– – ﹤0.01% 399
2024
Q1 		$95.4K Sell
489
-58
-11% -$10.8K ﹤0.01% 359
2023
Q4 		$95.8K Buy
547
+255
+87% +$41.9K ﹤0.01% 428
2023
Q3 		$44.9K Sell
292
-210
-42% -$33.5K ﹤0.01% 529
2023
Q2 		$79.6K Hold
502
– – ﹤0.01% 434
2023
Q1 		$69.7K Sell
502
-2,935
-85% -$381K ﹤0.01% 431
2022
Q4 		$414K Buy
3,437
+2,845
+481% +$354K 0.01% 244
2022
Q3 		$71K Hold
592
– – ﹤0.01% 426
2022
Q2 		$74K Hold
592
– – ﹤0.01% 414
2022
Q1 		$94K Sell
592
-406
-41% -$63.3K ﹤0.01% 378
2021
Q4 		$173K Sell
998
-28
-3% -$4.66K ﹤0.01% 297
2021
Q3 		$157K Sell
1,026
-80
-7% -$12.6K ﹤0.01% 301
2021
Q2 		$167K Buy
1,106
+210
+23% +$30.1K ﹤0.01% 303
2021
Q1 		$121K Hold
896
– – ﹤0.01% 337
2020
Q4 		$109K Hold
896
– – ﹤0.01% 308
2020
Q3 		$109K Buy
896
+257
+40% +$30.3K ﹤0.01% 308
2020
Q2 		$68K Sell
639
-42
-6% -$4.12K ﹤0.01% 344
2020
Q1 		$57K Buy
681
+42
+7% +$4K ﹤0.01% 333
2019
Q4 		$62K Sell
639
-39
-6% -$3.56K ﹤0.01% 360
2019
Q3 		$59K Buy
678
+363
+115% +$31.7K ﹤0.01% 357
2019
Q2 		$27K Buy
+315
New +$26.5K ﹤0.01% 466
2018
Q3 		– Sell
-390
Closed -$31K – 1018
2018
Q2 		$31K Hold
390
– – ﹤0.01% 411
2018
Q1 		$29K Buy
+390
New +$29.7K ﹤0.01% 417

Other funds holding IWY

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Gradient Investments's IWY Position: Q3 2026 in Review

Gradient Investments increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.1% in Q3 2026, buying an estimated $240K and bringing the position to 17,358 shares worth $5.12M. The position accounts for 0.07% of the portfolio, ranked #211.

Gradient Investments first reported a position in IWY in Q1 2018 and has held it in 29 quarters since. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Gradient Investments held 17,358 shares of iShares Russell Top 200 Growth ETF worth $5.12M as of Q3 2026.
  • Gradient Investments bought 839 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $240K.
  • iShares Russell Top 200 Growth ETF made up 0.07% of Gradient Investments's portfolio in Q3 2026, its #211 holding.
  • Gradient Investments first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.