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Ledyard National Bank’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ledyard National Bank’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
Q1 		– Sell
-920
Closed -$216K – 216
2024
Q4 		$216K Buy
+920
New +$211K 0.02% 205

Other funds holding IWY

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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $377B 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ledyard National Bank's IWY Position: Q1 2025 in Review

Ledyard National Bank sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 920 shares — an estimated $216K sold.

Ledyard National Bank first reported a position in IWY in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • Ledyard National Bank reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Ledyard National Bank sold 920 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $216K.
  • Ledyard National Bank first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 1 quarter.
  • Ledyard National Bank's iShares Russell Top 200 Growth ETF position peaked at $216K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Ledyard National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.