Kovitz Investment Group Partners
IWY icon

Kovitz Investment Group Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kovitz Investment Group Partners’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
-972
Closed -$266K – 893
2025
Q3 		$266K Hold
972
– – ﹤0.01% 1243
2025
Q2 		$240K Buy
+972
New +$216K ﹤0.01% 1217

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's IWY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 972 shares — an estimated $266K sold.

Kovitz Investment Group Partners first reported a position in IWY in Q2 2025 and held it in 2 quarters. The position peaked at $266K in Q3 2025. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 972 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $266K.
  • Kovitz Investment Group Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares Russell Top 200 Growth ETF position peaked at $266K in Q3 2025.
  • 649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.