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

StackStone Wealth’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	$229K	Buy	+777	New	+$223K	0.02%	313

Other funds holding IWY

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

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

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

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

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

StackStone Wealth's IWY Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2026: 777 shares worth $229K. The stake represents 0.02% of the portfolio and ranks #313 among its holdings.

257 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

StackStone Wealth held 777 shares of iShares Russell Top 200 Growth ETF worth $229K as of Q3 2026.
iShares Russell Top 200 Growth ETF was a new StackStone Wealth position in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of StackStone Wealth's portfolio in Q3 2026, its #313 holding.
257 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.