EWG Elevate’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

EWG Elevate’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 Q3	$4.48M	Sell	16,372 -17,395	-52%	-$4.5M	1.4%	27
2025 Q2	$8.32M	Buy	+33,767	New	+$7.52M	2.56%	8
2025 Q1	–	Sell	-2,181	Closed	-$513K	–	142
2024 Q4	$513K	Buy	+2,181	New	+$501K	0.16%	98
2024 Q3	–	Sell	-26,555	Closed	-$5.7M	–	125
2024 Q2	$5.7M	Buy	26,555 +23,116	+672%	+$4.61M	2.08%	13
2024 Q1	$671K	Sell	3,439 -18,532	-84%	-$3.46M	0.26%	76
2023 Q4	$3.85M	Sell	21,971 -30,497	-58%	-$5.01M	1.6%	17
2023 Q3	$8.07M	Buy	52,468 +46,289	+749%	+$7.38M	3.65%	6
2023 Q2	$980K	Buy	+6,179	New	+$901K	0.41%	49
2022 Q1	–	Sell	-10,877	Closed	-$1.89M	–	104
2021 Q4	$1.89M	Buy	+10,877	New	+$1.81M	0.93%	31
2020 Q4	–	Sell	-7,646	Closed	-$928K	–	78
2020 Q3	$928K	Buy	+7,646	New	+$901K	0.54%	35

Other funds holding IWY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

EWG Elevate's IWY Position: Q3 2025 in Review

EWG Elevate reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 52% in Q3 2025, selling an estimated $4.5M and leaving 16,372 shares worth $4.48M. The position accounts for 1.4% of the portfolio, ranked #27.

EWG Elevate first reported a position in IWY in Q3 2020 and has held it in 10 quarters since. The position peaked at $8.32M in Q2 2025. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

EWG Elevate held 16,372 shares of iShares Russell Top 200 Growth ETF worth $4.48M as of Q3 2025.
EWG Elevate sold 17,395 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $4.5M.
iShares Russell Top 200 Growth ETF made up 1.4% of EWG Elevate's portfolio in Q3 2025, its #27 holding.
EWG Elevate first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 10 quarters since.
EWG Elevate's iShares Russell Top 200 Growth ETF position peaked at $8.32M in Q2 2025.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.