Integrated Capital Management (Michigan)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Integrated Capital Management (Michigan)’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	–	Sell	-104,017	Closed	-$26.3M	–	62
2025 Q2	$26.3M	Buy	104,017 +3,005	+3%	+$669K	12.61%	2
2025 Q1	$21.3M	Buy	101,012 +1,204	+1%	+$277K	11.73%	2
2024 Q4	$23.5M	Buy	99,808 +4,099	+4%	+$941K	12.49%	2
2024 Q3	$21.1M	Buy	+95,709	New	+$20.4M	11.16%	2

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Integrated Capital Management (Michigan)'s IWY Position: Q3 2025 in Review

Integrated Capital Management (Michigan) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 104,017 shares — an estimated $26.3M sold.

Integrated Capital Management (Michigan) first reported a position in IWY in Q3 2024 and held it in 4 quarters. The position peaked at $26.3M in Q2 2025. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

Integrated Capital Management (Michigan) reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
Integrated Capital Management (Michigan) sold 104,017 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $26.3M.
Integrated Capital Management (Michigan) first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and held it in 4 quarters.
Integrated Capital Management (Michigan)'s iShares Russell Top 200 Growth ETF position peaked at $26.3M in Q2 2025.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q3 2025, filed 13 Nov 2025.