Larson Financial Group
IWY icon

Larson Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Larson Financial Group’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 		$1.01M Buy
3,420
+167
+5% +$47.8K 0.02% 364
2026
Q2 		$945K Sell
3,253
-36
-1% -$10.2K 0.02% 382
2026
Q1 		$818K Buy
3,289
+20
+0.6% +$5.3K 0.03% 357
2025
Q4 		$905K Buy
3,269
+1
+0% +$277 0.03% 331
2025
Q3 		$894K Sell
3,268
-145
-4% -$37.5K 0.03% 331
2025
Q2 		$841K Buy
3,413
+174
+5% +$38.7K 0.03% 324
2025
Q1 		$683K Buy
3,239
+1
+0% +$230 0.03% 328
2024
Q4 		$762K Hold
3,238
– – 0.04% 283
2024
Q3 		$713K Buy
3,238
+200
+7% +$42.6K 0.04% 271
2024
Q2 		$652K Buy
3,038
+3,013
+12,052% +$600K 0.04% 235
2024
Q1 		$4.96K Buy
+25
New +$4.67K ﹤0.01% 1205
2023
Q1 		– Sell
-25
Closed -$3.03K – 1579
2022
Q4 		$3.03K Hold
25
– – ﹤0.01% 1128
2022
Q3 		$3K Buy
+25
New +$3.36K ﹤0.01% 1055
2022
Q2 		– Sell
-4
Closed -$1K – 1246
2022
Q1 		$1K Hold
4
– – ﹤0.01% 977
2021
Q4 		$1K Hold
4
– – ﹤0.01% 1019
2021
Q3 		$1K Hold
4
– – ﹤0.01% 836
2021
Q2 		$1K Buy
+4
New +$572 ﹤0.01% 776

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
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
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

Larson Financial Group's IWY Position: Q3 2026 in Review

Larson Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.1% in Q3 2026, buying an estimated $47.8K and bringing the position to 3,420 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #364.

Larson Financial Group first reported a position in IWY in Q2 2021 and has held it in 17 quarters since. 487 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Larson Financial Group held 3,420 shares of iShares Russell Top 200 Growth ETF worth $1.01M as of Q3 2026.
  • Larson Financial Group bought 167 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $47.8K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #364 holding.
  • Larson Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 17 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.