Citizens Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Citizens Financial 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	–	Sell	-3,348	Closed	-$706K	–	699
2025 Q1	$706K	Buy	3,348 +1	+0%	+$230	0.01%	364
2024 Q4	$787K	Buy	3,347 +1	+0%	+$230	0.02%	331
2024 Q3	$736K	Sell	3,346 -12	-0.4%	-$2.55K	0.01%	338
2024 Q2	$720K	Buy	3,358 +1,930	+135%	+$385K	0.02%	323
2024 Q1	$279K	Buy	1,428 +2	+0.1%	+$374	0.01%	348
2023 Q4	$250K	Sell	1,426 -44	-3%	-$7.22K	0.01%	359
2023 Q3	$227K	Buy	+1,470	New	+$234K	0.01%	329
2020 Q2	–	Sell	-924	Closed	-$78K	–	1128
2020 Q1	$78K	Hold	924	–	–	0.01%	359
2019 Q4	$89K	Hold	924	–	–	0.01%	345
2019 Q3	$80K	Hold	924	–	–	0.01%	309
2019 Q2	$79K	Buy	+924	New	+$77.7K	0.01%	314

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

Ameriprise Minneapolis, Minnesota $431B 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 San Diego, California $376B 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

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return