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Arete Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Arete Wealth Advisors’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
Q4 		– Sell
-4,513
Closed -$1.24M – 558
2025
Q3 		$1.24M Buy
+4,513
New +$1.17M 0.08% 242
2025
Q2 		– Sell
-1,666
Closed -$351K – 777
2025
Q1 		$351K Buy
1,666
+422
+34% +$97.1K 0.03% 483
2024
Q4 		$293K Buy
+1,244
New +$286K 0.02% 571

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 19.28% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's IWY Position: Q4 2025 in Review

Arete Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 4,513 shares — an estimated $1.24M sold.

Arete Wealth Advisors first reported a position in IWY in Q4 2024 and held it in 3 quarters. The position peaked at $1.24M in Q3 2025. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Arete Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,513 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $1.24M.
  • Arete Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 3 quarters.
  • Arete Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.24M in Q3 2025.
  • 649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.