Castleview Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Castleview Partners’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 Q1	–	Sell	-287	Closed	-$67.2K	–	376
2024 Q4	$67.2K	Buy	287 +2	+0.7%	+$459	0.04%	299
2024 Q3	$62.7K	Buy	285 +9	+3%	+$1.92K	0.04%	300
2024 Q2	$59.2K	Buy	276 +1	+0.4%	+$199	0.03%	319
2024 Q1	$53.7K	Buy	275 +42	+18%	+$7.85K	0.03%	345
2023 Q4	$40.8K	Buy	233 +1	+0.4%	+$164	0.03%	345
2023 Q3	$35.7K	Buy	232 +23	+11%	+$3.67K	0.03%	312
2023 Q2	$33.1K	Hold	209	–	–	0.03%	310
2023 Q1	$29K	Hold	209	–	–	0.03%	310
2022 Q4	$25.2K	Buy	+209	New	+$26K	0.02%	283

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Castleview Partners's IWY Position: Q1 2025 in Review

Castleview Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 287 shares — an estimated $67.2K sold.

Castleview Partners first reported a position in IWY in Q4 2022 and held it in 9 quarters. The position peaked at $67.2K in Q4 2024. 557 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Castleview Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 287 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $67.2K.
Castleview Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and held it in 9 quarters.
Castleview Partners's iShares Russell Top 200 Growth ETF position peaked at $67.2K in Q4 2024.
557 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.