Processus Wealth & Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Processus Wealth & Capital 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	$8.63M	Sell	29,274 -1,708	-6%	-$489K	5.02%	6
2026 Q2	$9M	Sell	30,982 -920	-3%	-$260K	5.33%	5
2026 Q1	$7.94M	Buy	31,902 +140	+0.4%	+$37.1K	5.39%	3
2025 Q4	$8.8M	Buy	31,762 +958	+3%	+$265K	5.8%	3
2025 Q3	$8.43M	Sell	30,804 -335	-1%	-$86.7K	6.04%	3
2025 Q2	$7.68M	Sell	31,139 -1,198	-4%	-$267K	6.06%	4
2025 Q1	$6.82M	Buy	32,337 +465	+1%	+$107K	5.81%	3
2024 Q4	$7.5M	Sell	31,872 -239	-0.7%	-$54.9K	5.98%	4
2024 Q3	$7.07M	Sell	32,111 -1,653	-5%	-$352K	5.82%	3
2024 Q2	$7.24M	Sell	33,764 -359	-1%	-$71.5K	6%	3
2024 Q1	$6.66M	Buy	34,123 +1,094	+3%	+$205K	5.9%	3
2023 Q4	$5.79M	Buy	+33,029	New	+$5.42M	5.78%	3

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Processus Wealth & Capital Management's IWY Position: Q3 2026 in Review

Processus Wealth & Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 5.5% in Q3 2026, selling an estimated $489K and leaving 29,274 shares worth $8.63M. The position accounts for 5.02% of the portfolio, ranked #6.

Processus Wealth & Capital Management first reported a position in IWY in Q4 2023 and has held it in 12 quarters since. The position peaked at $9M in Q2 2026. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Processus Wealth & Capital Management held 29,274 shares of iShares Russell Top 200 Growth ETF worth $8.63M as of Q3 2026.
Processus Wealth & Capital Management sold 1,708 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $489K.
iShares Russell Top 200 Growth ETF made up 5.02% of Processus Wealth & Capital Management's portfolio in Q3 2026, its #6 holding.
Processus Wealth & Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 12 quarters since.
Processus Wealth & Capital Management's iShares Russell Top 200 Growth ETF position peaked at $9M in Q2 2026.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.