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GPS Wealth Strategies Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

GPS Wealth Strategies Group’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 		$831 Sell
3
-685
-100% -$190K ﹤0.01% 556
2025
Q3 		$188K Sell
688
-3
-0.4% -$776 0.02% 355
2025
Q2 		$170K Buy
691
+65
+10% +$14.5K 0.02% 351
2025
Q1 		$132K Sell
626
-20
-3% -$4.6K 0.02% 393
2024
Q4 		$152K Sell
646
-16
-2% -$3.67K 0.02% 344
2024
Q3 		$146K Buy
662
+1
+0.2% +$213 0.02% 367
2024
Q2 		$142K Buy
661
+256
+63% +$51K 0.02% 328
2024
Q1 		$78.9K Buy
405
+51
+14% +$9.53K 0.01% 425
2023
Q4 		$62K Sell
354
-13
-4% -$2.13K 0.01% 448
2023
Q3 		$56.5K Hold
367
– – 0.01% 461
2023
Q2 		$58.2K Sell
367
-827
-69% -$121K 0.01% 462
2023
Q1 		$166K Buy
+1,194
New +$155K 0.03% 258
2022
Q4 		– Sell
-1,376
Closed -$164K – 621
2022
Q3 		$164K Sell
1,376
-14
-1% -$1.88K 0.04% 226
2022
Q2 		$174K Hold
1,390
– – 0.04% 229
2022
Q1 		$221K Sell
1,390
-88
-6% -$13.7K 0.05% 195
2021
Q4 		$256K Sell
1,478
-159
-10% -$26.5K 0.06% 188
2021
Q3 		$250K Buy
1,637
+1
+0.1% +$158 0.06% 175
2021
Q2 		$246K Sell
1,636
-353
-18% -$50.5K 0.06% 172
2021
Q1 		$267K Hold
1,989
– – 0.08% 156
2020
Q4 		$265K Buy
+1,989
New +$251K 0.09% 143

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

GPS Wealth Strategies Group's IWY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 100% in Q4 2025, selling an estimated $190K and leaving 3 shares worth $831. The position accounts for ﹤0.01% of the portfolio, ranked #556.

GPS Wealth Strategies Group first reported a position in IWY in Q4 2020 and has held it in 20 quarters since. The position peaked at $267K in Q1 2021. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • GPS Wealth Strategies Group held 3 shares of iShares Russell Top 200 Growth ETF worth $831 as of Q4 2025.
  • GPS Wealth Strategies Group sold 685 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $190K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #556 holding.
  • GPS Wealth Strategies Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • GPS Wealth Strategies Group's iShares Russell Top 200 Growth ETF position peaked at $267K in Q1 2021.
  • 649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.