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Global Wealth Strategies & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-3
Closed -$821 – 568
2025
Q3 		$821 Hold
3
– – ﹤0.01% 433
2025
Q2 		$740 Hold
3
– – ﹤0.01% 340
2025
Q1 		$633 Buy
+3
New +$690 ﹤0.01% 439

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

Global Wealth Strategies & Associates's IWY Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 3 shares — an estimated $821 sold.

Global Wealth Strategies & Associates first reported a position in IWY in Q1 2025 and held it in 3 quarters. The position peaked at $821 in Q3 2025. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 3 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $821.
  • Global Wealth Strategies & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's iShares Russell Top 200 Growth ETF position peaked at $821 in Q3 2025.
  • 649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.