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

EPG 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 		– Sell
-626
Closed -$132K – 385
2025
Q1 		$132K Buy
626
+1
+0.2% +$230 0.04% 243
2024
Q4 		$147K Sell
625
-39
-6% -$8.95K 0.04% 246
2024
Q3 		$146K Buy
+664
New +$141K 0.04% 253
2024
Q2 		– Sell
-784
Closed -$156K – 258
2024
Q1 		$153K Hold
784
– – 0.04% 264
2023
Q4 		$147K Buy
784
+24
+3% +$3.94K 0.04% 254
2023
Q3 		$117K Hold
760
– – 0.04% 257
2023
Q2 		$121K Buy
760
+1
+0.1% +$146 0.04% 252
2023
Q1 		$105K Buy
+759
New +$98.5K 0.03% 258
2022
Q2 		– Sell
-853
Closed -$135K – 312
2022
Q1 		$135K Sell
853
-699
-45% -$109K 0.05% 249
2021
Q4 		$269K Buy
1,552
+201
+15% +$33.5K 0.09% 188
2021
Q3 		$206K Buy
1,351
+1
+0.1% +$158 0.08% 211
2021
Q2 		$203K Buy
+1,350
New +$193K 0.09% 205
2020
Q3 		– Sell
-2,729
Closed -$291K – 133
2020
Q2 		$291K Buy
2,729
+4
+0.1% +$392 0.21% 106
2020
Q1 		$229K Buy
+2,725
New +$259K 0.17% 110

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
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

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

EPG Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 626 shares — an estimated $132K sold.

EPG Wealth Management first reported a position in IWY in Q1 2020 and held it in 14 quarters. The position peaked at $291K in Q2 2020. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • EPG Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 626 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $132K.
  • EPG Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and held it in 14 quarters.
  • EPG Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $291K in Q2 2020.
  • 573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.