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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q1 		– Sell
-2,475
Closed -$582K – 82
2024
Q4 		$582K Buy
+2,475
New +$568K 0.4% 56

Other funds holding IWY

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's IWY Position: Q1 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 2,475 shares — an estimated $582K sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in IWY in Q4 2024 and held it in 1 quarter. The position peaked at $582K in Q4 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 2,475 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $582K.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's iShares Russell Top 200 Growth ETF position peaked at $582K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2025, filed 10 Aug 2026.