Valued Wealth Advisors
IWY icon

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

Valued Wealth 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 		$87.2K Sell
296
-1
-0.3% -$286 0.03% 77
2026
Q2 		$86.3K Buy
+297
New +$83.9K 0.03% 77

Other funds holding IWY

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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Valued Wealth Advisors's IWY Position: Q3 2026 in Review

Valued Wealth Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.34% in Q3 2026, selling an estimated $286 and leaving 296 shares worth $87.2K. The position accounts for 0.03% of the portfolio, ranked #77.

Valued Wealth Advisors first reported a position in IWY in Q2 2026 and has held it in 2 quarters since. 401 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Valued Wealth Advisors held 296 shares of iShares Russell Top 200 Growth ETF worth $87.2K as of Q3 2026.
  • Valued Wealth Advisors sold 1 iShares Russell Top 200 Growth ETF share in Q3 2026, an estimated $286.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Valued Wealth Advisors's portfolio in Q3 2026, its #77 holding.
  • Valued Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Valued Wealth Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.