Clark Capital Management Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Clark Capital Management 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 Q4	–	Sell	-251,390	Closed	-$68.8M	–	516
2025 Q3	$68.8M	Buy	+251,390	New	+$65M	0.43%	74
2025 Q1	–	Sell	-816,710	Closed	-$192M	–	453
2024 Q4	$192M	Buy	+816,710	New	+$188M	1.34%	11
2024 Q3	–	Sell	-863,695	Closed	-$185M	–	417
2024 Q2	$185M	Sell	863,695 -44,128	-5%	-$8.79M	1.36%	11
2024 Q1	$177M	Buy	907,823 +171,754	+23%	+$32.1M	1.32%	9
2023 Q4	$129M	Buy	736,069 +705,325	+2,294%	+$116M	1.06%	13
2023 Q3	$4.73M	Sell	30,744 -1,069,056	-97%	-$171M	0.05%	172
2023 Q2	$174M	Buy	1,099,800 +18,490	+2%	+$2.7M	1.56%	7
2023 Q1	$150M	Buy	+1,081,310	New	+$140M	1.68%	5

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clark Capital Management Group's IWY Position: Q4 2025 in Review

Clark Capital Management Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 251,390 shares — an estimated $68.8M sold.

Clark Capital Management Group first reported a position in IWY in Q1 2023 and held it in 8 quarters. The position peaked at $192M in Q4 2024. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Clark Capital Management Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
Clark Capital Management Group sold 251,390 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $68.8M.
Clark Capital Management Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 8 quarters.
Clark Capital Management Group's iShares Russell Top 200 Growth ETF position peaked at $192M in Q4 2024.
648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Clark Capital Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.