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

PTM 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	$696K	Buy	2,292 +2	+0.1%	+$573	0.3%	24
2026 Q2	$629K	Sell	2,290 -212	-8%	-$59.9K	0.28%	26
2026 Q1	$631K	Sell	2,502 -27	-1%	-$7.15K	0.33%	25
2025 Q4	$700K	Sell	2,529 -9	-0.4%	-$2.49K	0.39%	22
2025 Q3	$701K	Buy	2,538 +9	+0.4%	+$2.33K	0.42%	21
2025 Q2	$628K	Buy	2,529 +18	+0.7%	+$4.01K	0.42%	23
2025 Q1	$471K	Buy	+2,511	New	+$578K	0.5%	22

Other funds holding IWY

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

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

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

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

PTM Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.09% in Q3 2026, buying an estimated $573 and bringing the position to 2,292 shares worth $696K. The position accounts for 0.3% of the portfolio, ranked #24.

PTM Wealth Management first reported a position in IWY in Q1 2025 and has held it in 7 quarters since. The position peaked at $701K in Q3 2025. 434 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

PTM Wealth Management held 2,292 shares of iShares Russell Top 200 Growth ETF worth $696K as of Q3 2026.
PTM Wealth Management bought 2 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $573.
iShares Russell Top 200 Growth ETF made up 0.3% of PTM Wealth Management's portfolio in Q3 2026, its #24 holding.
PTM Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 7 quarters since.
PTM Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $701K in Q3 2025.
434 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on PTM Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.