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Intelligence Driven Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Intelligence Driven Advisers’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 		$59M Sell
200,044
-5,807
-3% -$1.66M 10.18% 3
2026
Q2 		$59.8M Buy
205,851
+77
+0% +$21.7K 9.71% 2
2026
Q1 		$51.2M Sell
205,774
-42,822
-17% -$11.3M 8.93% 3
2025
Q4 		$68.8M Sell
248,596
-18,699
-7% -$5.18M 9.84% 2
2025
Q3 		$73.1M Sell
267,295
-3,854
-1% -$997K 10.14% 2
2025
Q2 		$66.8M Buy
271,149
+45,520
+20% +$10.1M 10.08% 2
2025
Q1 		$47.6M Sell
225,629
-2,107
-0.9% -$485K 9.17% 3
2024
Q4 		$53.6M Sell
227,736
-100,094
-31% -$23M 10.08% 2
2024
Q3 		$72.1M Sell
327,830
-12,248
-4% -$2.61M 10.31% 2
2024
Q2 		$73M Buy
340,078
+5,781
+2% +$1.15M 10.34% 2
2024
Q1 		$65.2M Buy
334,297
+91,570
+38% +$17.1M 9.64% 3
2023
Q4 		$43.8M Sell
242,727
-68,005
-22% -$11.2M 7.07% 6
2023
Q3 		$48.1M Buy
310,732
+24,782
+9% +$3.95M 8.54% 4
2023
Q2 		$45.1M Buy
+285,950
New +$41.7M 7.91% 4

Other funds holding IWY

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RFA
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
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Intelligence Driven Advisers's IWY Position: Q3 2026 in Review

Intelligence Driven Advisers reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.8% in Q3 2026, selling an estimated $1.66M and leaving 200,044 shares worth $59M. The position accounts for 10.18% of the portfolio, ranked #3.

Intelligence Driven Advisers first reported a position in IWY in Q2 2023 and has held it in 14 quarters since. The position peaked at $73.1M in Q3 2025. 36 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Intelligence Driven Advisers held 200,044 shares of iShares Russell Top 200 Growth ETF worth $59M as of Q3 2026.
  • Intelligence Driven Advisers sold 5,807 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $1.66M.
  • iShares Russell Top 200 Growth ETF made up 10.18% of Intelligence Driven Advisers's portfolio in Q3 2026, its #3 holding.
  • Intelligence Driven Advisers first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Intelligence Driven Advisers's iShares Russell Top 200 Growth ETF position peaked at $73.1M in Q3 2025.
  • 36 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Intelligence Driven Advisers's 13F filing for Q3 2026, filed 9 Oct 2026.