Cedar Mountain Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cedar Mountain 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 Q2	–	Sell	-371	Closed	-$78.3K	–	364
2025 Q1	$78.3K	Buy	371 +294	+382%	+$67.6K	0.02%	78
2024 Q4	$18.1K	Hold	77	–	–	﹤0.01%	164
2024 Q3	$16.9K	Hold	77	–	–	﹤0.01%	162
2024 Q2	$16.5K	Hold	77	–	–	﹤0.01%	152
2024 Q1	$15K	Hold	77	–	–	﹤0.01%	160
2023 Q4	$13.5K	Sell	77 -294	-79%	-$48.3K	﹤0.01%	160
2023 Q3	$57.1K	Hold	371	–	–	0.02%	65
2023 Q2	$58.8K	Hold	371	–	–	0.02%	68
2023 Q1	$51.5K	Buy	+371	New	+$48.2K	0.02%	73

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 $18.1B AUM 15% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cedar Mountain Advisors's IWY Position: Q2 2025 in Review

Cedar Mountain Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 371 shares — an estimated $78.3K sold.

Cedar Mountain Advisors first reported a position in IWY in Q1 2023 and held it in 9 quarters. The position peaked at $78.3K in Q1 2025. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Cedar Mountain Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
Cedar Mountain Advisors sold 371 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $78.3K.
Cedar Mountain Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 9 quarters.
Cedar Mountain Advisors's iShares Russell Top 200 Growth ETF position peaked at $78.3K in Q1 2025.
572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Cedar Mountain Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.