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

Members Wealth’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	$365K	Hold	1,203	–	–	0.18%	81
2026 Q2	$350K	Sell	1,203 -131	-10%	-$37K	0.19%	83
2026 Q1	$373K	Hold	1,334	–	–	0.22%	74
2025 Q4	$367K	Sell	1,334 -68	-5%	-$18.8K	0.23%	73
2025 Q3	$386K	Buy	+1,402	New	+$363K	0.24%	67
2025 Q1	$306K	Buy	1,452 +288	+25%	+$66.3K	0.23%	78
2024 Q4	$278K	Buy	+1,164	New	+$267K	0.21%	85
2024 Q2	$358K	Buy	+1,452	New	+$289K	0.24%	71

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Members Wealth's IWY Position: Q3 2026 in Review

Members Wealth held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 1,203 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #81.

Members Wealth first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. The position peaked at $386K in Q3 2025. 268 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Members Wealth held 1,203 shares of iShares Russell Top 200 Growth ETF worth $365K as of Q3 2026.
Members Wealth left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.18% of Members Wealth's portfolio in Q3 2026, its #81 holding.
Members Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Members Wealth's iShares Russell Top 200 Growth ETF position peaked at $386K in Q3 2025.
268 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Members Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.