Goelzer Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Goelzer Investment 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 Q3	–	Sell	-1,420	Closed	-$350K	–	251
2025 Q2	$350K	Buy	1,420 +186	+15%	+$41.4K	0.02%	211
2025 Q1	$260K	Buy	1,234 +310	+34%	+$71.3K	0.02%	223
2024 Q4	$217K	Buy	+924	New	+$212K	0.01%	233

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goelzer Investment Management's IWY Position: Q3 2025 in Review

Goelzer Investment Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 1,420 shares — an estimated $350K sold.

Goelzer Investment Management first reported a position in IWY in Q4 2024 and held it in 3 quarters. The position peaked at $350K in Q2 2025. 620 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

Goelzer Investment Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
Goelzer Investment Management sold 1,420 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $350K.
Goelzer Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 3 quarters.
Goelzer Investment Management's iShares Russell Top 200 Growth ETF position peaked at $350K in Q2 2025.
620 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Goelzer Investment Management's 13F filing for Q3 2025, filed 14 Oct 2025.