Colonial River Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Colonial River Investments’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	-895	Closed	-$245K	–	240
2025 Q3	$245K	Buy	+895	New	+$232K	0.09%	201
2025 Q1	–	Sell	-10,601	Closed	-$2.49M	–	235
2024 Q4	$2.49M	Buy	+10,601	New	+$2.43M	1.21%	18
2024 Q3	–	Sell	-7,310	Closed	-$1.57M	–	228
2024 Q2	$1.57M	Sell	7,310 -3,183	-30%	-$634K	0.84%	32
2024 Q1	$2.05M	Sell	10,493 -1,577	-13%	-$295K	1.16%	23
2023 Q4	$2.11M	Buy	+12,070	New	+$1.98M	1.26%	15

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

Colonial River Investments's IWY Position: Q4 2025 in Review

Colonial River Investments sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 895 shares — an estimated $245K sold.

Colonial River Investments first reported a position in IWY in Q4 2023 and held it in 5 quarters. The position peaked at $2.49M in Q4 2024. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Colonial River Investments reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
Colonial River Investments sold 895 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $245K.
Colonial River Investments first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 5 quarters.
Colonial River Investments's iShares Russell Top 200 Growth ETF position peaked at $2.49M in Q4 2024.
649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Colonial River Investments's 13F filing for Q4 2025, filed 4 Feb 2026.