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

BlueChip 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
Q3 		– Sell
-924
Closed -$228K – 177
2025
Q2 		$228K Buy
+924
New +$206K 0.1% 154
2025
Q1 		– Sell
-924
Closed -$217K – 156
2024
Q4 		$217K Hold
924
– – 0.12% 129
2024
Q3 		$203K Buy
+924
New +$197K 0.11% 149

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

BlueChip Wealth Advisors's IWY Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 924 shares — an estimated $228K sold.

BlueChip Wealth Advisors first reported a position in IWY in Q3 2024 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 619 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 924 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $228K.
  • BlueChip Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and held it in 3 quarters.
  • BlueChip Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $228K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.