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Continuum Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Continuum Advisory’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
-215
Closed -$45.4K – 1014
2025
Q1 		$45.4K Sell
215
-222
-51% -$51.1K 0.01% 705
2024
Q4 		$103K Buy
437
+232
+113% +$53.3K 0.01% 511
2024
Q3 		$47.3K Sell
205
-192
-48% -$40.9K 0.01% 670
2024
Q2 		$85.2K Buy
397
+192
+94% +$38.3K 0.01% 522
2024
Q1 		$40.1K Sell
205
-1,982
-91% -$370K 0.01% 642
2023
Q4 		$384K Buy
+2,187
New +$359K 0.05% 326
2023
Q3 		– Sell
-3,244
Closed -$514K – 465
2023
Q2 		$514K Buy
3,244
+108
+3% +$15.8K 0.08% 273
2023
Q1 		$436K Buy
+3,136
New +$407K 0.07% 288

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
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return