CAM
IWY icon

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

Cresset 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
2026
Q1 		$2.55M Buy
10,235
+196
+2% +$51.9K 0.01% 505
2025
Q4 		$2.78M Buy
10,039
+442
+5% +$122K 0.01% 486
2025
Q3 		$2.63M Buy
+9,597
New +$2.48M 0.01% 467
2024
Q4 		– Sell
-17,634
Closed -$3.88M – 1985
2024
Q3 		$3.88M Buy
+17,634
New +$3.75M 0.02% 519
2024
Q2 		– Sell
-4,616
Closed -$901K – 2140
2024
Q1 		$901K Buy
+4,616
New +$863K ﹤0.01% 1033
2023
Q4 		– Sell
-4,413
Closed -$680K – 1883
2023
Q3 		$680K Hold
4,413
– – ﹤0.01% 1028
2023
Q2 		$700K Buy
+4,413
New +$644K 0.01% 1104

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return