Ethos Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ethos Financial 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	-30,000	Closed	-$8.21M	–	557
2025 Q3	$8.21M	Buy	+30,000	New	+$7.76M	0.64%	40
2025 Q2	–	Sell	-33,838	Closed	-$7.98M	–	500
2025 Q1	$7.98M	Hold	33,838	–	–	0.76%	36
2024 Q4	$7.98M	Buy	33,838 +32,337	+2,154%	+$7.42M	1.04%	30
2024 Q3	$330K	Sell	1,501 -35,100	-96%	-$7.47M	0.05%	182
2024 Q2	$7.85M	Buy	36,601 +608	+2%	+$121K	1.38%	25
2024 Q1	$7.02M	Buy	35,993 +34,735	+2,761%	+$6.49M	1.33%	25
2023 Q4	$220K	Sell	1,258 -160	-11%	-$26.3K	0.05%	234
2023 Q3	$219K	Buy	+1,418	New	+$226K	0.06%	155

Other funds holding IWY

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return