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Equitable Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Equitable Trust’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
-2,220
Closed -$468K – 454
2025
Q1 		$468K Hold
2,220
– – 0.03% 317
2024
Q4 		$522K Hold
2,220
– – 0.03% 310
2024
Q3 		$489K Hold
2,220
– – 0.03% 319
2024
Q2 		$476K Hold
2,220
– – 0.03% 308
2024
Q1 		$433K Hold
2,220
– – 0.03% 321
2023
Q4 		$389K Hold
2,220
– – 0.03% 317
2023
Q3 		$342K Buy
+2,220
New +$354K 0.03% 319

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

Equitable Trust's IWY Position: Q2 2025 in Review

Equitable Trust sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 2,220 shares — an estimated $468K sold.

Equitable Trust first reported a position in IWY in Q3 2023 and held it in 7 quarters. The position peaked at $522K in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Equitable Trust reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Equitable Trust sold 2,220 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $468K.
  • Equitable Trust first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 7 quarters.
  • Equitable Trust's iShares Russell Top 200 Growth ETF position peaked at $522K in Q4 2024.
  • 573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Equitable Trust's 13F filing for Q2 2025, filed 23 Jul 2025.