CP
IWY icon

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

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TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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 $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return