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Chilton Investment Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Chilton Investment Company’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
-1,485
Closed -$313K – 231
2025
Q1 		$313K Hold
1,485
– – 0.01% 172
2024
Q4 		$349K Buy
1,485
+467
+46% +$107K 0.01% 149
2024
Q3 		$224K Buy
+1,018
New +$217K 0.01% 185

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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 $432B 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 $377B 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chilton Investment Company's IWY Position: Q2 2025 in Review

Chilton Investment Company sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 1,485 shares — an estimated $313K sold.

Chilton Investment Company first reported a position in IWY in Q3 2024 and held it in 3 quarters. The position peaked at $349K in Q4 2024. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Chilton Investment Company reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Chilton Investment Company sold 1,485 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $313K.
  • Chilton Investment Company first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and held it in 3 quarters.
  • Chilton Investment Company's iShares Russell Top 200 Growth ETF position peaked at $349K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Chilton Investment Company's 13F filing for Q2 2025, filed 14 Aug 2025.