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

Rhodes Investment 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 		$3.52M Buy
11,952
+437
+4% +$125K 2.5% 8
2026
Q2 		$3.35M Buy
11,515
+115
+1% +$32.5K 2.46% 9
2026
Q1 		$2.84M Buy
11,400
+85
+0.8% +$22.5K 2.44% 8
2025
Q4 		$3.13M Buy
+11,315
New +$3.13M 2.53% 8

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
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 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

Rhodes Investment Advisors's IWY Position: Q3 2026 in Review

Rhodes Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.8% in Q3 2026, buying an estimated $125K and bringing the position to 11,952 shares worth $3.52M. The position accounts for 2.5% of the portfolio, ranked #8.

Rhodes Investment Advisors first reported a position in IWY in Q4 2025 and has held it in 4 quarters since. 26 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Rhodes Investment Advisors held 11,952 shares of iShares Russell Top 200 Growth ETF worth $3.52M as of Q3 2026.
  • Rhodes Investment Advisors bought 437 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $125K.
  • iShares Russell Top 200 Growth ETF made up 2.5% of Rhodes Investment Advisors's portfolio in Q3 2026, its #8 holding.
  • Rhodes Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 26 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

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