WBH Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

WBH Advisory’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	$2M	Buy	6,793 +60	+0.9%	+$17.2K	0.14%	113
2026 Q2	$1.96M	Buy	6,733 +210	+3%	+$59.3K	0.13%	122
2026 Q1	$1.64M	Buy	6,523 +305	+5%	+$80.8K	0.12%	127
2025 Q4	$1.72M	Buy	6,218 +44	+0.7%	+$12.2K	0.13%	122
2025 Q3	$1.69M	Buy	6,174 +462	+8%	+$120K	0.13%	124
2025 Q2	$1.41M	Buy	5,712 +305	+6%	+$67.9K	0.12%	129
2025 Q1	$1.14M	Buy	5,407 +266	+5%	+$61.2K	0.11%	135
2024 Q4	$1.21M	Buy	5,141 +249	+5%	+$57.2K	0.11%	134
2024 Q3	$1.08M	Buy	4,892 +280	+6%	+$59.6K	0.1%	146
2024 Q2	$989K	Buy	4,612 +281	+6%	+$56K	0.1%	144
2024 Q1	$845K	Buy	4,331 +232	+6%	+$43.4K	0.09%	166
2023 Q4	$718K	Buy	4,099 +1,880	+85%	+$309K	0.08%	179
2023 Q3	$341K	Buy	2,219 +119	+6%	+$19K	0.04%	243
2023 Q2	$333K	Buy	2,100 +97	+5%	+$14.1K	0.04%	244
2023 Q1	$278K	Buy	+2,003	New	+$260K	0.03%	258
2022 Q3	$231K	Buy	1,930 +150	+8%	+$20.1K	0.03%	263
2022 Q2	$230K	Hold	1,780	–	–	0.03%	284
2022 Q1	$259K	Sell	1,780 -30	-2%	-$4.68K	0.03%	276
2021 Q4	$314K	Hold	1,810	–	–	0.04%	259
2021 Q3	$276K	Hold	1,810	–	–	0.04%	254
2021 Q2	$288K	Hold	1,810	–	–	0.04%	227
2021 Q1	$244K	Hold	1,810	–	–	0.04%	245
2020 Q4	$245K	Hold	1,810	–	–	0.04%	235
2020 Q3	$220K	Buy	+1,810	New	+$213K	0.04%	232

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

WBH Advisory's IWY Position: Q3 2026 in Review

WBH Advisory increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.89% in Q3 2026, buying an estimated $17.2K and bringing the position to 6,793 shares worth $2M. The position accounts for 0.14% of the portfolio, ranked #113.

WBH Advisory first reported a position in IWY in Q3 2020 and has held it in 24 quarters since. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

WBH Advisory held 6,793 shares of iShares Russell Top 200 Growth ETF worth $2M as of Q3 2026.
WBH Advisory bought 60 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $17.2K.
iShares Russell Top 200 Growth ETF made up 0.14% of WBH Advisory's portfolio in Q3 2026, its #113 holding.
WBH Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 24 quarters since.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.