MONECO Advisors
IWY icon

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

MONECO 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 		$38.8M Sell
131,439
-17,769
-12% -$5.09M 2.26% 5
2026
Q2 		$43.4M Sell
149,208
-1,071
-0.7% -$302K 2.65% 5
2026
Q1 		$37.4M Buy
150,279
+13,804
+10% +$3.66M 2.9% 4
2025
Q4 		$37.8M Buy
136,475
+9,226
+7% +$2.56M 3% 4
2025
Q3 		$34.8M Buy
127,249
+5,001
+4% +$1.29M 2.91% 3
2025
Q2 		$30.1M Buy
122,248
+7,379
+6% +$1.64M 2.8% 3
2025
Q1 		$24.2M Buy
114,869
+17,586
+18% +$4.05M 2.51% 4
2024
Q4 		$22.9M Buy
97,283
+22,279
+30% +$5.11M 2.41% 5
2024
Q3 		$16.5M Buy
75,004
+28,112
+60% +$5.98M 2.05% 7
2024
Q2 		$10.1M Buy
46,892
+23,037
+97% +$4.59M 1.48% 10
2024
Q1 		$4.65M Buy
23,855
+14,272
+149% +$2.67M 0.74% 29
2023
Q4 		$1.68M Buy
9,583
+2,525
+36% +$414K 0.32% 83
2023
Q3 		$1.09M Buy
7,058
+576
+9% +$91.9K 0.29% 85
2023
Q2 		$1.03M Buy
6,482
+867
+15% +$126K 0.28% 94
2023
Q1 		$780K Buy
5,615
+2,592
+86% +$337K 0.23% 111
2022
Q4 		$364K Buy
+3,023
New +$376K 0.13% 170

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
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
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

MONECO Advisors's IWY Position: Q3 2026 in Review

MONECO Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q3 2026, selling an estimated $5.09M and leaving 131,439 shares worth $38.8M. The position accounts for 2.26% of the portfolio, ranked #5.

MONECO Advisors first reported a position in IWY in Q4 2022 and has held it in 16 quarters since. The position peaked at $43.4M in Q2 2026. 409 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • MONECO Advisors held 131,439 shares of iShares Russell Top 200 Growth ETF worth $38.8M as of Q3 2026.
  • MONECO Advisors sold 17,769 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $5.09M.
  • iShares Russell Top 200 Growth ETF made up 2.26% of MONECO Advisors's portfolio in Q3 2026, its #5 holding.
  • MONECO Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • MONECO Advisors's iShares Russell Top 200 Growth ETF position peaked at $43.4M in Q2 2026.
  • 409 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.