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Global Retirement Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Global Retirement Partners’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 		$42.5M Buy
153,595
+6,638
+5% +$1.84M 0.75% 21
2025
Q3 		$40.2M Buy
146,957
+10,688
+8% +$2.76M 0.9% 15
2025
Q2 		$33.6M Buy
+136,269
New +$30.3M 0.83% 17
2024
Q4 		$28.5M Buy
121,204
+16,716
+16% +$3.84M 0.82% 17
2024
Q3 		$23M Sell
104,488
-7,181
-6% -$1.53M 0.69% 23
2024
Q2 		$24M Buy
111,669
+19,955
+22% +$3.98M 0.75% 23
2024
Q1 		$17.9M Buy
91,714
+20,031
+28% +$3.74M 0.67% 29
2023
Q4 		$12.7M Buy
71,683
+18,387
+34% +$3.02M 0.53% 35
2023
Q3 		$8.25M Buy
53,296
+11,680
+28% +$1.86M 0.42% 48
2023
Q2 		$6.6M Buy
41,616
+576
+1% +$84K 0.32% 66
2023
Q1 		$5.71M Buy
41,040
+3,475
+9% +$451K 0.3% 68
2022
Q4 		$4.53M Sell
37,565
-1,639
-4% -$204K 0.31% 67
2022
Q3 		$4.94M Buy
39,204
+4,286
+12% +$575K 0.37% 54
2022
Q2 		$4.37M Buy
34,918
+552
+2% +$75.8K 0.35% 64
2022
Q1 		$4.38M Buy
+34,366
New +$5.36M 0.34% 65
2021
Q4 		– Sell
-3,656
Closed -$558K – 1041
2021
Q3 		$558K Buy
3,656
+2,079
+132% +$328K 0.06% 282
2021
Q2 		$237K Buy
+1,577
New +$226K 0.02% 421
2021
Q1 		– Sell
-20
Closed -$3K – 1831
2020
Q4 		$3K Sell
20
-100
-83% -$12.6K ﹤0.01% 1539
2020
Q3 		$15K Buy
+120
New +$14.1K ﹤0.01% 1020
2019
Q4 		– Sell
-40
Closed -$3K – 1666
2019
Q3 		$3K Sell
40
-590
-94% -$51.5K ﹤0.01% 1393
2019
Q2 		$54K Sell
630
-171
-21% -$14.4K 0.01% 594
2019
Q1 		$66K Sell
801
-250
-24% -$19.5K 0.02% 476
2018
Q4 		$75K Sell
1,051
-510
-33% -$39.5K 0.02% 426
2018
Q3 		$133K Sell
1,561
-28
-2% -$2.31K 0.03% 355
2018
Q2 		$124K Sell
1,589
-103
-6% -$7.9K 0.03% 355
2018
Q1 		$125K Buy
1,692
+69
+4% +$5.26K 0.03% 343
2017
Q4 		$119K Buy
+1,623
New +$116K 0.03% 326

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 $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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 $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's IWY Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.5% in Q4 2025, buying an estimated $1.84M and bringing the position to 153,595 shares worth $42.5M. The position accounts for 0.75% of the portfolio, ranked #21.

Global Retirement Partners first reported a position in IWY in Q4 2017 and has held it in 27 quarters since. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Global Retirement Partners held 153,595 shares of iShares Russell Top 200 Growth ETF worth $42.5M as of Q4 2025.
  • Global Retirement Partners bought 6,638 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $1.84M.
  • iShares Russell Top 200 Growth ETF made up 0.75% of Global Retirement Partners's portfolio in Q4 2025, its #21 holding.
  • Global Retirement Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 27 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.