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MFG
Merit Financial Group’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
Merit Financial Group’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
$24.8M
Buy
99,559
+14,676
+17%
+$3.89M
0.18%
95
2025
Q4
$23.5M
Buy
84,883
+833
+1%
+$231K
0.19%
98
2025
Q3
$23M
Sell
84,050
-1,199
-1%
-$310K
0.21%
90
2025
Q2
$21M
Sell
85,249
-4,277
-5%
-$952K
0.23%
77
2025
Q1
$18.9M
Buy
89,526
+9,776
+12%
+$2.25M
0.28%
67
2024
Q4
$18.8M
Buy
79,750
+76,429
+2,301%
+$17.5M
0.34%
53
2024
Q3
$731K
Sell
3,321
-507
-13%
-$108K
0.02%
480
2024
Q2
$821K
Sell
3,828
-1
-0%
-$199
0.02%
465
2024
Q1
$738K
Sell
3,829
-729
-16%
-$136K
0.02%
479
2023
Q4
$799K
Buy
4,558
+955
+27%
+$157K
0.02%
368
2023
Q3
$554K
Sell
3,603
-669
-16%
-$107K
0.02%
435
2023
Q2
$677K
Buy
4,272
+796
+23%
+$116K
0.02%
402
2023
Q1
$483K
Sell
3,476
-35
-1%
-$4.54K
0.02%
407
2022
Q4
$423K
Buy
3,511
+200
+6%
+$24.9K
0.02%
464
2022
Q3
$396K
Sell
3,311
-3,536
-52%
-$475K
0.02%
392
2022
Q2
$858K
Buy
6,847
+2,261
+49%
+$310K
0.03%
279
2022
Q1
$729K
Buy
+4,586
New
+$715K
0.04%
192
Other funds holding IWY
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
$376B AUM
19.32%
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
$71.6B AUM
21.08%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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