Centennial Wealth Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Centennial Wealth Advisory’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 Q4	–	Sell	-6,396	Closed	-$1.75M	–	168
2025 Q3	$1.75M	Buy	+6,396	New	+$1.65M	0.49%	38
2025 Q1	–	Sell	-24,049	Closed	-$5.66M	–	149
2024 Q4	$5.66M	Buy	+24,049	New	+$5.52M	2.22%	10
2024 Q3	–	Sell	-26,769	Closed	-$5.74M	–	160
2024 Q2	$5.74M	Buy	26,769 +2,069	+8%	+$412K	2.49%	10
2024 Q1	$4.82M	Buy	24,700 +4,672	+23%	+$873K	2.23%	5
2023 Q4	$3.51M	Buy	+20,028	New	+$3.29M	1.8%	8
2023 Q3	–	Sell	-31,148	Closed	-$4.94M	–	142
2023 Q2	$4.94M	Sell	31,148 -322	-1%	-$47K	2.58%	9
2023 Q1	$4.37M	Buy	+31,470	New	+$4.09M	2.32%	9

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

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

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

FCBT

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

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

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

Centennial Wealth Advisory's IWY Position: Q4 2025 in Review

Centennial Wealth Advisory sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 6,396 shares — an estimated $1.75M sold.

Centennial Wealth Advisory first reported a position in IWY in Q1 2023 and held it in 7 quarters. The position peaked at $5.74M in Q2 2024. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Centennial Wealth Advisory reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
Centennial Wealth Advisory sold 6,396 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $1.75M.
Centennial Wealth Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 7 quarters.
Centennial Wealth Advisory's iShares Russell Top 200 Growth ETF position peaked at $5.74M in Q2 2024.
647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Centennial Wealth Advisory's 13F filing for Q4 2025, filed 14 Jan 2026.