Lindbrook Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Lindbrook Capital’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	$20K	Hold	95	–	–	﹤0.01%	1353
2024 Q4	$22.4K	Hold	95	–	–	﹤0.01%	1222
2024 Q3	$20.9K	Hold	95	–	–	﹤0.01%	1278
2024 Q2	$20.4K	Hold	95	–	–	﹤0.01%	1232
2024 Q1	$18.5K	Hold	95	–	–	﹤0.01%	1254
2023 Q4	$16.6K	Buy	95 +94	+9,400%	+$15.4K	﹤0.01%	1292
2023 Q3	$154	Hold	1	–	–	﹤0.01%	2644
2023 Q2	$159	Hold	1	–	–	﹤0.01%	2655
2023 Q1	$139	Hold	1	–	–	﹤0.01%	2733
2022 Q4	$121	Hold	1	–	–	﹤0.01%	2783
2022 Q3	$0	Hold	1	–	–	﹤0.01%	2765
2022 Q2	$0	Hold	1	–	–	﹤0.01%	2618
2022 Q1	$0	Hold	1	–	–	﹤0.01%	2550
2021 Q4	$0	Hold	1	–	–	﹤0.01%	2144
2021 Q3	$0	Hold	1	–	–	﹤0.01%	1929
2021 Q2	$0	Buy	+1	New	+$143	﹤0.01%	1955

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lindbrook Capital's IWY Position: Q1 2025 in Review

Lindbrook Capital held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2025 at 95 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Lindbrook Capital first reported a position in IWY in Q2 2021 and has held it in 16 quarters since. The position peaked at $22.4K in Q4 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Lindbrook Capital held 95 shares of iShares Russell Top 200 Growth ETF worth $20K as of Q1 2025.
Lindbrook Capital left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2025.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1353 holding.
Lindbrook Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 16 quarters since.
Lindbrook Capital's iShares Russell Top 200 Growth ETF position peaked at $22.4K in Q4 2024.
555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.