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Belmont Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Belmont Capital’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 		$702K Hold
2,847
– – 0.11% 55
2025
Q1 		$601K Hold
2,847
– – 0.11% 52
2024
Q4 		$670K Hold
2,847
– – 0.11% 43
2024
Q3 		$626K Buy
+2,847
New +$606K 0.1% 56

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 $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 $530B AUM 22.01% 1-Year Est. Return

Belmont Capital's IWY Position: Q2 2025 in Review

Belmont Capital held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2025 at 2,847 shares worth $702K. The position accounts for 0.11% of the portfolio, ranked #55.

Belmont Capital first reported a position in IWY in Q3 2024 and has held it in 4 quarters since. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Belmont Capital held 2,847 shares of iShares Russell Top 200 Growth ETF worth $702K as of Q2 2025.
  • Belmont Capital left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2025.
  • iShares Russell Top 200 Growth ETF made up 0.11% of Belmont Capital's portfolio in Q2 2025, its #55 holding.
  • Belmont Capital first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.