Horizon Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Horizon Investments’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 Q2	–	Sell	-19	Closed	-$4.01K	–	1123
2025 Q1	$4.01K	Hold	19	–	–	﹤0.01%	687
2024 Q4	$4.47K	Sell	19 -6	-24%	-$1.38K	﹤0.01%	690
2024 Q3	$5.5K	Hold	25	–	–	﹤0.01%	665
2024 Q2	$5.36K	Hold	25	–	–	﹤0.01%	672
2024 Q1	$4.88K	Hold	25	–	–	﹤0.01%	655
2023 Q4	$4.38K	Hold	25	–	–	﹤0.01%	643
2023 Q3	$3.85K	Hold	25	–	–	﹤0.01%	668
2023 Q2	$3.96K	Hold	25	–	–	﹤0.01%	645
2023 Q1	$3.47K	Buy	+25	New	+$3.25K	﹤0.01%	646
2016 Q2	–	Sell	-24,794	Closed	-$1.33M	–	123
2016 Q1	$1.33M	Buy	+24,794	New	+$1.27M	0.11%	54

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Horizon Investments's IWY Position: Q2 2025 in Review

Horizon Investments sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 19 shares — an estimated $4.01K sold.

Horizon Investments first reported a position in IWY in Q1 2016 and held it in 10 quarters. The position peaked at $1.33M in Q1 2016. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Horizon Investments reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
Horizon Investments sold 19 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $4.01K.
Horizon Investments first reported a position in iShares Russell Top 200 Growth ETF in Q1 2016 and held it in 10 quarters.
Horizon Investments's iShares Russell Top 200 Growth ETF position peaked at $1.33M in Q1 2016.
574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Horizon Investments's 13F filing for Q2 2025, filed 14 Aug 2025.