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Lord & Richards Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-5,087
Closed -$1.07M – 107
2025
Q1 		$1.07M Sell
5,087
-580
-10% -$133K 1.22% 29
2024
Q4 		$1.33M Buy
+5,667
New +$1.3M 2.81% 6

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lord & Richards Wealth Management's IWY Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 5,087 shares — an estimated $1.07M sold.

Lord & Richards Wealth Management first reported a position in IWY in Q4 2024 and held it in 2 quarters. The position peaked at $1.33M in Q4 2024. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 5,087 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $1.07M.
  • Lord & Richards Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Lord & Richards Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $1.33M in Q4 2024.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.