Rodgers & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rodgers & Associates’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	$426K	Sell	1,446 -25	-2%	-$7.16K	0.04%	75
2026 Q2	$428K	Hold	1,471	–	–	0.04%	79
2026 Q1	$366K	Buy	1,471 +28	+2%	+$7.42K	0.04%	75
2025 Q4	$400K	Sell	1,443 -70	-5%	-$19.4K	0.04%	74
2025 Q3	$414K	Sell	1,513 -125	-8%	-$32.3K	0.04%	73
2025 Q2	$404K	Hold	1,638	–	–	0.04%	73
2025 Q1	$346K	Hold	1,638	–	–	0.04%	74
2024 Q4	$385K	Sell	1,638 -117	-7%	-$26.9K	0.05%	74
2024 Q3	$386K	Sell	1,755 -575	-25%	-$122K	0.05%	74
2024 Q2	$500K	Hold	2,330	–	–	0.06%	67
2024 Q1	$455K	Sell	2,330 -237	-9%	-$44.3K	0.06%	68
2023 Q4	$450K	Buy	2,567 +300	+13%	+$49.2K	0.06%	66
2023 Q3	$349K	Sell	2,267 -292	-11%	-$46.6K	0.05%	68
2023 Q2	$406K	Sell	2,559 -180	-7%	-$26.3K	0.06%	66
2023 Q1	$381K	Sell	2,739 -283	-9%	-$36.7K	0.06%	66
2022 Q4	$364K	Sell	3,022 -150	-5%	-$18.6K	0.06%	67
2022 Q3	$379K	Buy	3,172 +600	+23%	+$80.5K	0.07%	64
2022 Q2	$322K	Buy	+2,572	New	+$353K	0.06%	67

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

Rodgers & Associates's IWY Position: Q3 2026 in Review

Rodgers & Associates reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.7% in Q3 2026, selling an estimated $7.16K and leaving 1,446 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #75.

Rodgers & Associates first reported a position in IWY in Q2 2022 and has held it in 18 quarters since. The position peaked at $500K in Q2 2024. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Rodgers & Associates held 1,446 shares of iShares Russell Top 200 Growth ETF worth $426K as of Q3 2026.
Rodgers & Associates sold 25 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $7.16K.
iShares Russell Top 200 Growth ETF made up 0.04% of Rodgers & Associates's portfolio in Q3 2026, its #75 holding.
Rodgers & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 18 quarters since.
Rodgers & Associates's iShares Russell Top 200 Growth ETF position peaked at $500K in Q2 2024.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Rodgers & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.