Private Wealth Group
IWY icon

Private Wealth Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Private Wealth Group’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 		$349K Sell
1,183
-38
-3% -$10.9K 0.13% 48
2026
Q2 		$355K Buy
+1,221
New +$345K 0.14% 53

Other funds holding IWY

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Private Wealth Group's IWY Position: Q3 2026 in Review

Private Wealth Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.1% in Q3 2026, selling an estimated $10.9K and leaving 1,183 shares worth $349K. The position accounts for 0.13% of the portfolio, ranked #48.

Private Wealth Group first reported a position in IWY in Q2 2026 and has held it in 2 quarters since. The position peaked at $355K in Q2 2026. 399 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Private Wealth Group held 1,183 shares of iShares Russell Top 200 Growth ETF worth $349K as of Q3 2026.
  • Private Wealth Group sold 38 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $10.9K.
  • iShares Russell Top 200 Growth ETF made up 0.13% of Private Wealth Group's portfolio in Q3 2026, its #48 holding.
  • Private Wealth Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Private Wealth Group's iShares Russell Top 200 Growth ETF position peaked at $355K in Q2 2026.
  • 399 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.