FWA
IWY icon

FSC Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FSC Wealth Advisors’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
-527
Closed -$111K – 162
2025
Q1 		$111K Buy
527
+1
+0.2% +$230 0.07% 79
2024
Q4 		$124K Hold
526
– – 0.08% 79
2024
Q3 		$116K Buy
526
+1
+0.2% +$213 0.08% 76
2024
Q2 		$113K Hold
525
– – 0.08% 71
2024
Q1 		$102K Sell
525
-14,798
-97% -$2.77M 0.07% 70
2023
Q4 		$2.68M Buy
15,323
+14,801
+2,835% +$2.43M 1.97% 17
2023
Q3 		$80.3K Hold
522
– – 0.08% 52
2023
Q2 		$82.7K Buy
+522
New +$76.1K 0.07% 52

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 19.34% 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

FSC Wealth Advisors's IWY Position: Q2 2025 in Review

FSC Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 527 shares — an estimated $111K sold.

FSC Wealth Advisors first reported a position in IWY in Q2 2023 and held it in 8 quarters. The position peaked at $2.68M in Q4 2023. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • FSC Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 527 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $111K.
  • FSC Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 8 quarters.
  • FSC Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.68M in Q4 2023.
  • 573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.