Creekmur Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Creekmur Asset 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 Q3	$67.7K	Hold	247	–	–	0.01%	308
2025 Q2	$60.9K	Hold	247	–	–	0.01%	318
2025 Q1	$52.1K	Hold	247	–	–	0.01%	304
2024 Q4	$58.1K	Hold	247	–	–	0.01%	212
2024 Q3	$54.3K	Sell	247 -1	-0.4%	-$213	0.01%	223
2024 Q2	$53.2K	Sell	248 -1,272	-84%	-$253K	0.01%	252
2024 Q1	$297K	Sell	1,520 -992	-39%	-$185K	0.1%	90
2023 Q4	$440K	Buy	+2,512	New	+$412K	0.14%	82

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 19.28% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Creekmur Asset Management's IWY Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2025 at 247 shares worth $67.7K. The position accounts for 0.01% of the portfolio, ranked #308.

Creekmur Asset Management first reported a position in IWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $440K in Q4 2023. 620 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

Creekmur Asset Management held 247 shares of iShares Russell Top 200 Growth ETF worth $67.7K as of Q3 2025.
Creekmur Asset Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2025.
iShares Russell Top 200 Growth ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #308 holding.
Creekmur Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Russell Top 200 Growth ETF position peaked at $440K in Q4 2023.
620 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.