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Anderson Financial Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-67,577
Closed -$14.3M – 121
2025
Q1 		$14.3M Buy
67,577
+8,407
+14% +$1.93M 8.72% 2
2024
Q4 		$13.9M Buy
+59,170
New +$13.6M 8.39% 2

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anderson Financial Strategies's IWY Position: Q2 2025 in Review

Anderson Financial Strategies sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 67,577 shares — an estimated $14.3M sold.

Anderson Financial Strategies first reported a position in IWY in Q4 2024 and held it in 2 quarters. The position peaked at $14.3M in Q1 2025. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Anderson Financial Strategies reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 67,577 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $14.3M.
  • Anderson Financial Strategies first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's iShares Russell Top 200 Growth ETF position peaked at $14.3M in Q1 2025.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.