IFS Advisors
IWY icon

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

IFS 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 		$9.27M Buy
+31,444
New +$9.01M 2.79% 11
2021
Q1 		– Sell
-1,065
Closed -$141K – 82
2020
Q4 		$141K Buy
+1,065
New +$134K 0.11% 21

Other funds holding IWY

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

IFS Advisors's IWY Position: Q3 2026 in Review

IFS Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2026: 31,444 shares worth $9.27M. The stake represents 2.79% of the portfolio and ranks #11 among its holdings. This is a return to the name: IFS Advisors previously reported a position in IWY as recently as Q4 2020.

IFS Advisors first reported a position in IWY in Q4 2020 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • IFS Advisors held 31,444 shares of iShares Russell Top 200 Growth ETF worth $9.27M as of Q3 2026.
  • iShares Russell Top 200 Growth ETF was a new IFS Advisors position in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up 2.79% of IFS Advisors's portfolio in Q3 2026, its #11 holding.
  • IFS Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.