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Financial Counselors Inc’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Financial Counselors Inc’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
-6,936
Closed -$1.46M – 285
2025
Q1 		$1.46M Sell
6,936
-191
-3% -$43.9K 0.02% 297
2024
Q4 		$1.68M Buy
7,127
+316
+5% +$72.5K 0.02% 285
2024
Q3 		$1.5M Sell
6,811
-154
-2% -$32.8K 0.02% 298
2024
Q2 		$1.49M Sell
6,965
-2,008
-22% -$400K 0.02% 289
2024
Q1 		$1.75M Buy
8,973
+1,882
+27% +$352K 0.03% 276
2023
Q4 		$1.24M Sell
7,091
-344
-5% -$56.5K 0.02% 308
2023
Q3 		$1.14M Buy
7,435
+465
+7% +$74.2K 0.02% 308
2023
Q2 		$1.1M Buy
6,970
+64
+0.9% +$9.33K 0.02% 293
2023
Q1 		$960K Buy
6,906
+3,497
+103% +$454K 0.02% 304
2022
Q4 		$411K Sell
3,409
-2,946
-46% -$366K 0.01% 385
2022
Q3 		$759K Buy
6,355
+112
+2% +$15K 0.02% 313
2022
Q2 		$782K Sell
6,243
-74
-1% -$10.2K 0.02% 316
2022
Q1 		$1M Buy
6,317
+1,733
+38% +$270K 0.02% 302
2021
Q4 		$795K Buy
4,584
+457
+11% +$76.1K 0.02% 325
2021
Q3 		$630K Buy
4,127
+1,609
+64% +$254K 0.01% 346
2021
Q2 		$379K Buy
2,518
+275
+12% +$39.4K 0.01% 402
2021
Q1 		$302K Buy
2,243
+653
+41% +$87.5K 0.01% 437
2020
Q4 		$211K Buy
+1,590
New +$201K 0.01% 503

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 19.28% 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

Financial Counselors Inc's IWY Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 6,936 shares — an estimated $1.46M sold.

Financial Counselors Inc first reported a position in IWY in Q4 2020 and held it in 18 quarters. The position peaked at $1.75M in Q1 2024. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 6,936 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $1.46M.
  • Financial Counselors Inc first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 18 quarters.
  • Financial Counselors Inc's iShares Russell Top 200 Growth ETF position peaked at $1.75M in Q1 2024.
  • 574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.