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

Optivise 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	$1.04M	Hold	3,515	–	–	0.51%	54
2026 Q2	$1.02M	Buy	3,515 +178	+5%	+$50.3K	0.52%	51
2026 Q1	$830K	Hold	3,337	–	–	0.5%	54
2025 Q4	$924K	Buy	3,337 +2	+0.1%	+$554	0.53%	54
2025 Q3	$913K	Sell	3,335 -5,043	-60%	-$1.3M	0.54%	49
2025 Q2	$2.07M	Buy	8,378 +2	+0%	+$445	1.06%	20
2025 Q1	$1.77M	Sell	8,376 -66	-0.8%	-$15.2K	0.99%	17
2024 Q4	$1.99M	Sell	8,442 -574	-6%	-$132K	1.07%	20
2024 Q3	$1.98M	Sell	9,016 -8,057	-47%	-$1.71M	1.04%	20
2024 Q2	$3.66M	Buy	+17,073	New	+$3.4M	1.98%	9

Other funds holding IWY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

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

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

Optivise Advisory Services held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 3,515 shares worth $1.04M. The position accounts for 0.51% of the portfolio, ranked #54.

Optivise Advisory Services first reported a position in IWY in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.66M in Q2 2024. 399 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Optivise Advisory Services held 3,515 shares of iShares Russell Top 200 Growth ETF worth $1.04M as of Q3 2026.
Optivise Advisory Services left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.51% of Optivise Advisory Services's portfolio in Q3 2026, its #54 holding.
Optivise Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $3.66M in Q2 2024.
399 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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