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Guerra Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Guerra 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
Q3 		$518K Sell
1,893
-97
-5% -$25.1K 0.19% 68
2025
Q2 		$491K Sell
1,990
-62
-3% -$13.8K 0.23% 61
2025
Q1 		$433K Sell
2,052
-102
-5% -$23.5K 0.24% 58
2024
Q4 		$507K Buy
+2,154
New +$495K 0.28% 53

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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

Guerra Advisors's IWY Position: Q3 2025 in Review

Guerra Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.9% in Q3 2025, selling an estimated $25.1K and leaving 1,893 shares worth $518K. The position accounts for 0.19% of the portfolio, ranked #68.

Guerra Advisors first reported a position in IWY in Q4 2024 and has held it in 4 quarters since. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Guerra Advisors held 1,893 shares of iShares Russell Top 200 Growth ETF worth $518K as of Q3 2025.
  • Guerra Advisors sold 97 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $25.1K.
  • iShares Russell Top 200 Growth ETF made up 0.19% of Guerra Advisors's portfolio in Q3 2025, its #68 holding.
  • Guerra Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.