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

Apexium Financial’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
Q3 		$14.2M Buy
52,045
+2,294
+5% +$593K 0.69% 25
2025
Q2 		$12.3M Buy
49,751
+1,358
+3% +$302K 0.65% 26
2025
Q1 		$10.2M Sell
48,393
-552
-1% -$127K 0.61% 29
2024
Q4 		$11.5M Buy
48,945
+2,184
+5% +$501K 0.7% 20
2024
Q3 		$10.3M Buy
46,761
+2,666
+6% +$567K 0.68% 24
2024
Q2 		$9.46M Buy
44,095
+3,380
+8% +$674K 0.68% 21
2024
Q1 		$7.94M Buy
40,715
+3,585
+10% +$670K 0.6% 23
2023
Q4 		$6.51M Buy
37,130
+702
+2% +$115K 0.47% 31
2023
Q3 		$5.61M Buy
36,428
+900
+3% +$144K 0.56% 26
2023
Q2 		$5.63M Buy
35,528
+5,142
+17% +$750K 0.5% 25
2023
Q1 		$4.22M Buy
30,386
+3,742
+14% +$486K 0.41% 34
2022
Q4 		$3.21M Sell
26,644
-2,492
-9% -$310K 0.33% 40
2022
Q3 		$3.48M Buy
+29,136
New +$3.91M 0.43% 32

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Apexium Financial's IWY Position: Q3 2025 in Review

Apexium Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.6% in Q3 2025, buying an estimated $593K and bringing the position to 52,045 shares worth $14.2M. The position accounts for 0.69% of the portfolio, ranked #25.

Apexium Financial first reported a position in IWY in Q3 2022 and has held it in 13 quarters since. 619 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Apexium Financial held 52,045 shares of iShares Russell Top 200 Growth ETF worth $14.2M as of Q3 2025.
  • Apexium Financial bought 2,294 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $593K.
  • iShares Russell Top 200 Growth ETF made up 0.69% of Apexium Financial's portfolio in Q3 2025, its #25 holding.
  • Apexium Financial first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and has held it in 13 quarters since.
  • 619 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.