IAG Wealth Partners
IWY icon

IAG Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

IAG Wealth Partners’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 		$25.9M Buy
87,934
+46,966
+115% +$13.5M 2.44% 14
2026
Q2 		$11.9M Sell
40,968
-1,415
-3% -$400K 1.18% 28
2026
Q1 		$10.5M Buy
42,383
+5,257
+14% +$1.39M 1.18% 27
2025
Q4 		$10.3M Sell
37,126
-91
-0.2% -$25.2K 1.19% 27
2025
Q3 		$10.2M Buy
+37,217
New +$9.6M 1.22% 26

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

IAG Wealth Partners's IWY Position: Q3 2026 in Review

IAG Wealth Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 115% in Q3 2026, buying an estimated $13.5M and bringing the position to 87,934 shares worth $25.9M. The position accounts for 2.44% of the portfolio, ranked #14.

IAG Wealth Partners first reported a position in IWY in Q3 2025 and has held it in 5 quarters since. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • IAG Wealth Partners held 87,934 shares of iShares Russell Top 200 Growth ETF worth $25.9M as of Q3 2026.
  • IAG Wealth Partners bought 46,966 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $13.5M.
  • iShares Russell Top 200 Growth ETF made up 2.44% of IAG Wealth Partners's portfolio in Q3 2026, its #14 holding.
  • IAG Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.