ORG Wealth Partners
IWY icon

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

ORG Wealth Partners’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 		$29.5K Hold
100
– – ﹤0.01% 486
2026
Q2 		$29.1K Hold
100
– – ﹤0.01% 404
2026
Q1 		$24.9K Hold
100
– – ﹤0.01% 393
2025
Q4 		$27.7K Hold
100
– – 0.01% 363
2025
Q3 		$27.4K Hold
100
– – 0.01% 358
2025
Q2 		$24.4K Hold
100
– – 0.01% 402
2025
Q1 		$21.3K Buy
+100
New +$23K 0.01% 443

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
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

ORG Wealth Partners's IWY Position: Q3 2026 in Review

ORG Wealth Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 100 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

ORG Wealth Partners first reported a position in IWY in Q1 2025 and has held it in 7 quarters since. 498 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • ORG Wealth Partners held 100 shares of iShares Russell Top 200 Growth ETF worth $29.5K as of Q3 2026.
  • ORG Wealth Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #486 holding.
  • ORG Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 498 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.