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

Csenge Advisory Group’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
-948
Closed -$259K – 737
2025
Q3 		$259K Buy
+948
New +$245K 0.01% 587
2025
Q1 		– Sell
-3,177
Closed -$747K – 707
2024
Q4 		$747K Buy
+3,177
New +$729K 0.04% 337
2024
Q3 		– Sell
-3,346
Closed -$718K – 735
2024
Q2 		$718K Sell
3,346
-2,901
-46% -$578K 0.04% 323
2024
Q1 		$1.22M Buy
6,247
+241
+4% +$45K 0.07% 222
2023
Q4 		$1.05M Buy
6,006
+1,891
+46% +$310K 0.07% 225
2023
Q3 		$633K Sell
4,115
-3,606
-47% -$575K 0.04% 311
2023
Q2 		$1.22M Sell
7,721
-173
-2% -$25.2K 0.08% 185
2023
Q1 		$1.1M Buy
7,894
+2,994
+61% +$389K 0.08% 190
2022
Q4 		$591K Buy
4,900
+3
+0.1% +$373 0.05% 306
2022
Q3 		$585K Sell
4,897
-4,536
-48% -$609K 0.05% 303
2022
Q2 		$1.18M Buy
9,433
+560
+6% +$76.9K 0.1% 177
2022
Q1 		$1.41M Buy
8,873
+3,772
+74% +$588K 0.11% 161
2021
Q4 		$771K Sell
5,101
-2,137
-30% -$356K 0.07% 250
2021
Q3 		$1.12M Buy
7,238
+2,137
+42% +$337K 0.09% 193
2021
Q2 		$771K Buy
5,101
+1,195
+31% +$171K 0.07% 251
2021
Q1 		$557K Sell
3,906
-770
-16% -$103K 0.06% 250
2020
Q4 		$622K Sell
4,676
-1,699
-27% -$214K 0.07% 194
2020
Q3 		$766K Sell
6,375
-37,519
-85% -$4.42M 0.11% 160
2020
Q2 		$4.68M Buy
+43,894
New +$4.3M 0.67% 34

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 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Csenge Advisory Group's IWY Position: Q4 2025 in Review

Csenge Advisory Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 948 shares — an estimated $259K sold.

Csenge Advisory Group first reported a position in IWY in Q2 2020 and held it in 19 quarters. The position peaked at $4.68M in Q2 2020. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Csenge Advisory Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 948 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $259K.
  • Csenge Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and held it in 19 quarters.
  • Csenge Advisory Group's iShares Russell Top 200 Growth ETF position peaked at $4.68M in Q2 2020.
  • 648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.