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Flaharty Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Flaharty Asset Management’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
-38
Closed -$8.02K – 304
2025
Q1 		$8.02K Buy
+38
New +$8.74K ﹤0.01% 346

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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $530B AUM 22.01% 1-Year Est. Return

Flaharty Asset Management's IWY Position: Q2 2025 in Review

Flaharty Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 38 shares — an estimated $8.02K sold.

Flaharty Asset Management first reported a position in IWY in Q1 2025 and held it in 1 quarter. The position peaked at $8.02K in Q1 2025. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Flaharty Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 38 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $8.02K.
  • Flaharty Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and held it in 1 quarter.
  • Flaharty Asset Management's iShares Russell Top 200 Growth ETF position peaked at $8.02K in Q1 2025.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.