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Ascent Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ascent Group’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
-985
Closed -$208K – 738
2025
Q1 		$208K Buy
+985
New +$227K 0.01% 661

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ascent Group's IWY Position: Q2 2025 in Review

Ascent Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 985 shares — an estimated $208K sold.

Ascent Group first reported a position in IWY in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Ascent Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Ascent Group sold 985 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $208K.
  • Ascent Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Ascent Group's iShares Russell Top 200 Growth ETF position peaked at $208K in Q1 2025.
  • 573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Ascent Group's 13F filing for Q2 2025, filed 21 Jul 2025.