Rice Partnership’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rice Partnership’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	$233K	Hold	790	–	–	0.03%	117
2026 Q2	$230K	Buy	+790	New	+$223K	0.03%	112
2026 Q1	–	Sell	-790	Closed	-$219K	–	186
2025 Q4	$219K	Hold	790	–	–	0.03%	105
2025 Q3	$216K	Hold	790	–	–	0.03%	109
2025 Q2	$195K	Hold	790	–	–	0.03%	111
2025 Q1	$167K	Hold	790	–	–	0.03%	101
2024 Q4	$186K	Hold	790	–	–	0.04%	107
2024 Q3	$174K	Hold	790	–	–	0.04%	105
2024 Q2	$169K	Hold	790	–	–	0.04%	101
2024 Q1	$154K	Buy	+790	New	+$148K	0.04%	97

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

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Rice Partnership's IWY Position: Q3 2026 in Review

Rice Partnership held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 790 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #117.

Rice Partnership first reported a position in IWY in Q1 2024 and has held it in 10 quarters since. 492 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Rice Partnership held 790 shares of iShares Russell Top 200 Growth ETF worth $233K as of Q3 2026.
Rice Partnership left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.03% of Rice Partnership's portfolio in Q3 2026, its #117 holding.
Rice Partnership first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 10 quarters since.
492 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Rice Partnership's 13F filing for Q3 2026, filed 9 Nov 2026.