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FFL
Financial Freedom LLC’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
Financial Freedom LLC’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
2026
Q1
$3.49M
Sell
14,041
-744
-5%
-$197K
1.74%
15
2025
Q4
$4.09M
Sell
14,785
-1,943
-12%
-$538K
2.03%
13
2025
Q3
$4.58M
Sell
16,728
-5,272
-24%
-$1.36M
2.28%
12
2025
Q2
$5.42M
Sell
22,000
-93
-0.4%
-$20.7K
2.92%
10
2025
Q1
$4.66M
Buy
22,093
+11,681
+112%
+$2.69M
2.68%
10
2024
Q4
$2.45M
Buy
10,412
+301
+3%
+$69.1K
1.29%
23
2024
Q3
$2.23M
Buy
10,111
+281
+3%
+$59.8K
1.18%
24
2024
Q2
$2.11M
Buy
9,830
+770
+8%
+$153K
1.2%
24
2024
Q1
$1.77M
Buy
9,060
+51
+0.6%
+$9.53K
1.05%
24
2023
Q4
$1.58M
Buy
9,009
+7,061
+362%
+$1.16M
1%
24
2023
Q3
$300K
Buy
1,948
+1,702
+692%
+$271K
0.21%
72
2023
Q2
$38.9K
Buy
246
+1
+0.4%
+$146
0.03%
160
2023
Q1
$34.1K
Hold
245
–
–
0.02%
169
2022
Q4
$29.5K
Buy
+245
New
+$30.4K
0.02%
177
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$26B AUM
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$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
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
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
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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