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

Grey Fox 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
Q4 		– Sell
-266
Closed -$72.8K – 384
2025
Q3 		$72.8K Buy
+266
New +$68.8K 0.01% 220

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

Grey Fox Wealth Advisors's IWY Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 266 shares — an estimated $72.8K sold.

Grey Fox Wealth Advisors first reported a position in IWY in Q3 2025 and held it in 1 quarter. The position peaked at $72.8K in Q3 2025. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 266 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $72.8K.
  • Grey Fox Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $72.8K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.