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IWY icon

Grimes & Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Grimes & Company’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
2026
Q1 		$361K Buy
1,449
+1
+0.1% +$265 0.01% 339
2025
Q4 		$401K Sell
1,448
-212
-13% -$58.7K 0.01% 336
2025
Q3 		$454K Buy
1,660
+2
+0.1% +$517 0.01% 321
2025
Q2 		$409K Buy
1,658
+2
+0.1% +$445 0.01% 295
2025
Q1 		$349K Buy
1,656
+1
+0.1% +$230 0.01% 277
2024
Q4 		$389K Buy
1,655
+2
+0.1% +$459 0.01% 278
2024
Q3 		$364K Buy
1,653
+3
+0.2% +$638 0.01% 268
2024
Q2 		$354K Buy
1,650
+1
+0.1% +$199 0.01% 253
2024
Q1 		$322K Hold
1,649
– – 0.01% 264
2023
Q4 		$289K Hold
1,649
– – 0.01% 262
2023
Q3 		$254K Hold
1,649
– – 0.01% 252
2023
Q2 		$261K Buy
+1,649
New +$241K 0.01% 255

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return