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Charles Schwab Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Charles Schwab Trust’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
Q3 		– Sell
-1,402
Closed -$346K – 179
2025
Q2 		$346K Buy
+1,402
New +$312K 0.03% 142

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Charles Schwab Trust's IWY Position: Q3 2025 in Review

Charles Schwab Trust sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 1,402 shares — an estimated $346K sold.

Charles Schwab Trust first reported a position in IWY in Q2 2025 and held it in 1 quarter. The position peaked at $346K in Q2 2025. 619 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Charles Schwab Trust reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Charles Schwab Trust sold 1,402 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $346K.
  • Charles Schwab Trust first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Charles Schwab Trust's iShares Russell Top 200 Growth ETF position peaked at $346K in Q2 2025.
  • 619 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Charles Schwab Trust's 13F filing for Q3 2025, filed 10 Oct 2025.