NWF Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NWF Advisory Services’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	$431K	Sell	1,462 -10	-0.7%	-$2.86K	0.04%	243
2026 Q2	$428K	Sell	1,472 -28	-2%	-$7.91K	0.04%	249
2026 Q1	$373K	Buy	1,500 +123	+9%	+$32.6K	0.04%	251
2025 Q4	$381K	Buy	1,377 +158	+13%	+$43.8K	0.04%	243
2025 Q3	$333K	Buy	1,219 +2	+0.2%	+$517	0.04%	276
2025 Q2	$300K	Buy	+1,217	New	+$271K	0.04%	296
2024 Q4	–	Sell	-1,225	Closed	-$270K	–	358
2024 Q3	$270K	Buy	1,225 +2	+0.2%	+$426	0.04%	258
2024 Q2	$262K	Sell	1,223 -1	-0.1%	-$199	0.04%	242
2024 Q1	$239K	Buy	+1,224	New	+$229K	0.04%	256

Other funds holding IWY

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 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

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

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

NWF Advisory Services's IWY Position: Q3 2026 in Review

NWF Advisory Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.68% in Q3 2026, selling an estimated $2.86K and leaving 1,462 shares worth $431K. The position accounts for 0.04% of the portfolio, ranked #243.

NWF Advisory Services first reported a position in IWY in Q1 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

NWF Advisory Services held 1,462 shares of iShares Russell Top 200 Growth ETF worth $431K as of Q3 2026.
NWF Advisory Services sold 10 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $2.86K.
iShares Russell Top 200 Growth ETF made up 0.04% of NWF Advisory Services's portfolio in Q3 2026, its #243 holding.
NWF Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 9 quarters since.
217 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.