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IWY icon

OxenFree Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

OxenFree Capital’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 		$3.71M Buy
12,200
+360
+3% +$103K 1.6% 15
2026
Q2 		$3.36M Sell
11,840
-709
-6% -$200K 1.54% 15
2026
Q1 		$3.44M Sell
12,549
-940
-7% -$249K 1.67% 16
2025
Q4 		$3.74M Buy
13,489
+2,067
+18% +$573K 1.96% 14
2025
Q3 		$3.17M Buy
11,422
+205
+2% +$53K 1.74% 16
2025
Q2 		$2.77M Sell
11,217
-22
-0.2% -$4.9K 1.7% 16
2025
Q1 		$2.18M Sell
11,239
-112
-1% -$25.8K 1.66% 16
2024
Q4 		$2.67M Sell
11,351
-347
-3% -$79.7K 2.01% 15
2024
Q3 		$2.57M Sell
11,698
-331
-3% -$70.4K 2.02% 15
2024
Q2 		$2.58M Buy
12,029
+3,236
+37% +$645K 2.25% 14
2024
Q1 		$1.72M Buy
8,793
+205
+2% +$38.3K 1.57% 16
2023
Q4 		$1.5M Buy
+8,588
New +$1.41M 1.55% 16

Other funds holding IWY

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

OxenFree Capital's IWY Position: Q3 2026 in Review

OxenFree Capital increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3% in Q3 2026, buying an estimated $103K and bringing the position to 12,200 shares worth $3.71M. The position accounts for 1.6% of the portfolio, ranked #15.

OxenFree Capital first reported a position in IWY in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.74M in Q4 2025. 26 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • OxenFree Capital held 12,200 shares of iShares Russell Top 200 Growth ETF worth $3.71M as of Q3 2026.
  • OxenFree Capital bought 360 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $103K.
  • iShares Russell Top 200 Growth ETF made up 1.6% of OxenFree Capital's portfolio in Q3 2026, its #15 holding.
  • OxenFree Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • OxenFree Capital's iShares Russell Top 200 Growth ETF position peaked at $3.74M in Q4 2025.
  • 26 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on OxenFree Capital's 13F filing for Q3 2026, filed 7 Oct 2026.