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First Citizens Investor Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

First Citizens Investor Services’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 		$75.6M Sell
272,944
-2,760
-1% -$765K 28.83% 1
2025
Q3 		$75.4M Buy
+275,704
New +$71.3M 29.16% 1

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Citizens Investor Services's IWY Position: Q4 2025 in Review

First Citizens Investor Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1% in Q4 2025, selling an estimated $765K and leaving 272,944 shares worth $75.6M. The position accounts for 28.83% of the portfolio, ranked #1.

First Citizens Investor Services first reported a position in IWY in Q3 2025 and has held it in 2 quarters since. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • First Citizens Investor Services held 272,944 shares of iShares Russell Top 200 Growth ETF worth $75.6M as of Q4 2025.
  • First Citizens Investor Services sold 2,760 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $765K.
  • iShares Russell Top 200 Growth ETF made up 28.83% of First Citizens Investor Services's portfolio in Q4 2025, its #1 holding.
  • First Citizens Investor Services first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on First Citizens Investor Services's 13F filing for Q4 2025, filed 30 Jan 2026.