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

Capital A Wealth 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
Q2 		– Sell
-334
Closed -$70.5K – 647
2025
Q1 		$70.5K Sell
334
-63
-16% -$14.5K 0.07% 123
2024
Q4 		$93.4K Buy
+397
New +$91.1K 0.16% 112

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 $445B AUM 25.58% 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

Capital A Wealth Management's IWY Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 334 shares — an estimated $70.5K sold.

Capital A Wealth Management first reported a position in IWY in Q4 2024 and held it in 2 quarters. The position peaked at $93.4K in Q4 2024. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 334 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $70.5K.
  • Capital A Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $93.4K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.