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

BluePath Capital Management’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	-887	Closed	-$219K	–	87
2025 Q2	$219K	Buy	+887	New	+$197K	0.19%	82
2025 Q1	–	Sell	-917	Closed	-$212K	–	98
2024 Q4	$212K	Sell	917 -194	-17%	-$44.5K	0.11%	98
2024 Q3	$244K	Sell	1,111 -404	-27%	-$86K	0.15%	91
2024 Q2	$325K	Buy	1,515 +122	+9%	+$24.3K	0.23%	91
2024 Q1	$272K	Sell	1,393 -20	-1%	-$3.74K	0.21%	99
2023 Q4	$249K	Sell	1,413 -649	-31%	-$107K	0.21%	95
2023 Q3	$317K	Buy	+2,062	New	+$329K	0.29%	68

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BluePath Capital Management's IWY Position: Q3 2025 in Review

BluePath Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 887 shares — an estimated $219K sold.

BluePath Capital Management first reported a position in IWY in Q3 2023 and held it in 7 quarters. The position peaked at $325K in Q2 2024. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

BluePath Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
BluePath Capital Management sold 887 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $219K.
BluePath Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 7 quarters.
BluePath Capital Management's iShares Russell Top 200 Growth ETF position peaked at $325K in Q2 2024.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on BluePath Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.