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

CMC 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 Q3	–	Sell	-3,648	Closed	-$899K	–	43
2025 Q2	$899K	Hold	3,648	–	–	2.05%	9
2025 Q1	$770K	Sell	3,648 -9	-0.2%	-$2.07K	1.74%	11
2024 Q4	$860K	Sell	3,657 -255	-7%	-$58.5K	1.84%	12
2024 Q3	$861K	Buy	3,912 +2,577	+193%	+$548K	1.27%	13
2024 Q2	$286K	Buy	+1,335	New	+$266K	0.48%	13
2020 Q4	–	Sell	-137,302	Closed	-$16.7M	–	26
2020 Q3	$16.7M	Buy	137,302 +1,432	+1%	+$169K	16.24%	2
2020 Q2	$14.5M	Buy	+135,870	New	+$13.3M	10.77%	4

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CMC Financial Group's IWY Position: Q3 2025 in Review

CMC Financial Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 3,648 shares — an estimated $899K sold.

CMC Financial Group first reported a position in IWY in Q2 2020 and held it in 7 quarters. The position peaked at $16.7M in Q3 2020. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

CMC Financial Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
CMC Financial Group sold 3,648 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $899K.
CMC Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and held it in 7 quarters.
CMC Financial Group's iShares Russell Top 200 Growth ETF position peaked at $16.7M in Q3 2020.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on CMC Financial Group's 13F filing for Q3 2025, filed 1 Dec 2025.