Orgel Wealth Management
IWY icon

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

Orgel Wealth Management’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 		$777K Hold
2,635
– – 0.01% 70
2026
Q2 		$766K Buy
+2,635
New +$744K 0.01% 70

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
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
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

Orgel Wealth Management's IWY Position: Q3 2026 in Review

Orgel Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 2,635 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #70.

Orgel Wealth Management first reported a position in IWY in Q2 2026 and has held it in 2 quarters since. 489 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Orgel Wealth Management held 2,635 shares of iShares Russell Top 200 Growth ETF worth $777K as of Q3 2026.
  • Orgel Wealth Management 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 Orgel Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Orgel Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.