FPWM
IWY icon

FSB Premier Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FSB Premier Wealth 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
2026
Q1 		$532K Buy
2,137
+12
+0.6% +$3.18K 0.17% 133
2025
Q4 		$589K Buy
2,125
+2
+0.1% +$554 0.19% 124
2025
Q3 		$581K Sell
2,123
-3
-0.1% -$776 0.19% 123
2025
Q2 		$524K Sell
2,126
-3
-0.1% -$668 0.19% 126
2025
Q1 		$449K Sell
2,129
-2
-0.1% -$460 0.18% 130
2024
Q4 		$501K Buy
2,131
+2
+0.1% +$459 0.2% 118
2024
Q3 		$469K Sell
2,129
-127
-6% -$27K 0.19% 121
2024
Q2 		$484K Sell
2,256
-14
-0.6% -$2.79K 0.22% 108
2024
Q1 		$443K Buy
2,270
+132
+6% +$24.7K 0.21% 99
2023
Q4 		$375K Buy
2,138
+9
+0.4% +$1.48K 0.19% 103
2023
Q3 		$328K Buy
+2,129
New +$340K 0.18% 104

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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
Wells Fargo
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