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United Advisor Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

United Advisor Group’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 		$508K Buy
1,724
+199
+13% +$57K 0.05% 352
2026
Q2 		$443K Buy
1,525
+58
+4% +$16.4K 0.05% 345
2026
Q1 		$365K Buy
1,467
+150
+11% +$39.7K 0.05% 347
2025
Q4 		$365K Sell
1,317
-118
-8% -$32.7K 0.05% 336
2025
Q3 		$393K Buy
1,435
+69
+5% +$17.8K 0.05% 309
2025
Q2 		$337K Buy
1,366
+222
+19% +$49.4K 0.06% 296
2025
Q1 		$241K Buy
1,144
+65
+6% +$15K 0.05% 309
2024
Q4 		$254K Buy
1,079
+161
+18% +$37K 0.05% 317
2024
Q3 		$202K Buy
+918
New +$195K 0.05% 335

Other funds holding IWY

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

United Advisor Group's IWY Position: Q3 2026 in Review

United Advisor Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 13% in Q3 2026, buying an estimated $57K and bringing the position to 1,724 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #352.

United Advisor Group first reported a position in IWY in Q3 2024 and has held it in 9 quarters since. 489 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • United Advisor Group held 1,724 shares of iShares Russell Top 200 Growth ETF worth $508K as of Q3 2026.
  • United Advisor Group bought 199 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $57K.
  • iShares Russell Top 200 Growth ETF made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #352 holding.
  • United Advisor Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 9 quarters since.
  • 489 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.