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

LGT Financial 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
2026
Q1 		$8.94K Buy
36
+3
+9% +$795 0.05% 147
2025
Q4 		$9.23K Buy
33
+1
+3% +$277 0.06% 148
2025
Q3 		$8.88K Buy
32
+6
+23% +$1.55K 0.02% 244
2025
Q2 		$6.4K Buy
26
+7
+37% +$1.56K 0.02% 262
2025
Q1 		$4.15K Buy
19
+7
+58% +$1.61K 0.01% 240
2024
Q4 		$2.89K Buy
12
+5
+71% +$1.15K 0.01% 650
2024
Q3 		$1.59K Buy
7
+1
+17% +$213 ﹤0.01% 664
2024
Q2 		$1.38K Hold
6
– – ﹤0.01% 742
2024
Q1 		$1.25K Buy
6
+4
+200% +$748 ﹤0.01% 756
2023
Q4 		$411 Buy
+2
New +$328 ﹤0.01% 818

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $376B 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return