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Congress Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Congress Wealth Management’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 		$29.6M Buy
120,120
+70,519
+142% +$15.7M 0.29% 82
2025
Q1 		$10.5M Buy
+49,601
New +$11.4M 0.13% 192

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's IWY Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 142% in Q2 2025, buying an estimated $15.7M and bringing the position to 120,120 shares worth $29.6M. The position accounts for 0.29% of the portfolio, ranked #82.

Congress Wealth Management first reported a position in IWY in Q1 2025 and has held it in 2 quarters since. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Congress Wealth Management held 120,120 shares of iShares Russell Top 200 Growth ETF worth $29.6M as of Q2 2025.
  • Congress Wealth Management bought 70,519 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $15.7M.
  • iShares Russell Top 200 Growth ETF made up 0.29% of Congress Wealth Management's portfolio in Q2 2025, its #82 holding.
  • Congress Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.