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Persium Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Persium Advisors’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 		$247K Hold
837
– – 0.13% 64
2026
Q2 		$243K Hold
837
– – 0.16% 67
2026
Q1 		$208K Hold
837
– – 0.16% 60
2025
Q4 		$232K Hold
837
– – 0.17% 61
2025
Q3 		$229K Hold
837
– – 0.17% 61
2025
Q2 		$206K Buy
+837
New +$186K 0.17% 60

Other funds holding IWY

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 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
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Persium Advisors's IWY Position: Q3 2026 in Review

Persium Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 837 shares worth $247K. The position accounts for 0.13% of the portfolio, ranked #64.

Persium Advisors first reported a position in IWY in Q2 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Persium Advisors held 837 shares of iShares Russell Top 200 Growth ETF worth $247K as of Q3 2026.
  • Persium Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up 0.13% of Persium Advisors's portfolio in Q3 2026, its #64 holding.
  • Persium Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.