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CHB Investment Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

CHB Investment Group’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 		$2.91M Buy
11,821
+200
+2% +$44.5K 1.49% 35
2025
Q1 		$2.45M Sell
11,621
-472
-4% -$109K 1.3% 36
2024
Q4 		$2.85M Sell
12,093
-1,534
-11% -$352K 1.54% 23
2024
Q3 		$3M Buy
+13,627
New +$2.9M 1.59% 21

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 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CHB Investment Group's IWY Position: Q2 2025 in Review

CHB Investment Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.7% in Q2 2025, buying an estimated $44.5K and bringing the position to 11,821 shares worth $2.91M. The position accounts for 1.49% of the portfolio, ranked #35.

CHB Investment Group first reported a position in IWY in Q3 2024 and has held it in 4 quarters since. The position peaked at $3M in Q3 2024. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • CHB Investment Group held 11,821 shares of iShares Russell Top 200 Growth ETF worth $2.91M as of Q2 2025.
  • CHB Investment Group bought 200 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $44.5K.
  • iShares Russell Top 200 Growth ETF made up 1.49% of CHB Investment Group's portfolio in Q2 2025, its #35 holding.
  • CHB Investment Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • CHB Investment Group's iShares Russell Top 200 Growth ETF position peaked at $3M in Q3 2024.
  • 574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on CHB Investment Group's 13F filing for Q2 2025, filed 15 Jul 2025.