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Lion Street Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Lion Street 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
2025
Q1 		– Sell
-1,328
Closed -$312K – 277
2024
Q4 		$312K Buy
+1,328
New +$305K 0.1% 195
2024
Q3 		– Sell
-1,442
Closed -$309K – 268
2024
Q2 		$309K Buy
+1,442
New +$287K 0.11% 190

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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

Lion Street Advisors's IWY Position: Q1 2025 in Review

Lion Street Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 1,328 shares — an estimated $312K sold.

Lion Street Advisors first reported a position in IWY in Q2 2024 and held it in 2 quarters. The position peaked at $312K in Q4 2024. 558 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • Lion Street Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lion Street Advisors sold 1,328 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $312K.
  • Lion Street Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Lion Street Advisors's iShares Russell Top 200 Growth ETF position peaked at $312K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Lion Street Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.