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Wedmont Private Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wedmont Private Capital’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 		$1.53M Buy
5,131
+93
+2% +$26.6K 0.04% 265
2026
Q2 		$1.46M Buy
5,038
+1
+0% +$282 0.04% 256
2026
Q1 		$1.3M Hold
5,037
– – 0.04% 250
2025
Q4 		$1.4M Sell
5,037
-380
-7% -$105K 0.05% 219
2025
Q3 		$1.49M Sell
5,417
-445
-8% -$115K 0.06% 205
2025
Q2 		$1.46M Buy
5,862
+1
+0% +$223 0.06% 199
2025
Q1 		$1.2M Buy
5,861
+1
+0% +$230 0.06% 198
2024
Q4 		$1.36M Buy
5,860
+249
+4% +$57.2K 0.07% 167
2024
Q3 		$1.22M Sell
5,611
-944
-14% -$201K 0.07% 173
2024
Q2 		$1.45M Buy
6,555
+1,264
+24% +$252K 0.09% 139
2024
Q1 		$1.03M Buy
5,291
+5
+0.1% +$935 0.08% 174
2023
Q4 		$920K Buy
5,286
+1,313
+33% +$216K 0.08% 180
2023
Q3 		$628K Hold
3,973
– – 0.06% 213
2023
Q2 		$643K Hold
3,973
– – 0.07% 195
2023
Q1 		$550K Hold
3,973
– – 0.07% 204
2022
Q4 		$480K Hold
3,973
– – 0.07% 209
2022
Q3 		$475K Hold
3,973
– – 0.1% 168
2022
Q2 		$498K Hold
3,973
– – 0.11% 140
2022
Q1 		$643K Hold
3,973
– – 0.14% 114
2021
Q4 		$652K Buy
+3,973
New +$662K 0.2% 85

Other funds holding IWY

IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
OC
OxenFree Capital Satellite Beach, Florida $231M AUM 11.23% 1-Year Est. Return

Wedmont Private Capital's IWY Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.8% in Q3 2026, buying an estimated $26.6K and bringing the position to 5,131 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #265.

Wedmont Private Capital first reported a position in IWY in Q4 2021 and has held it in 20 quarters since. 31 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • Wedmont Private Capital held 5,131 shares of iShares Russell Top 200 Growth ETF worth $1.53M as of Q3 2026.
  • Wedmont Private Capital bought 93 iShares Russell Top 200 Growth ETF shares in Q3 2026, an estimated $26.6K.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #265 holding.
  • Wedmont Private Capital first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • 31 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.