Moneta Group Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Moneta Group Investment 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 Q4	–	Sell	-2,954	Closed	-$808K	–	831
2025 Q3	$808K	Buy	2,954 +541	+22%	+$140K	0.01%	393
2025 Q2	$595K	Buy	2,413 +222	+10%	+$49.4K	0.01%	399
2025 Q1	$462K	Buy	+2,191	New	+$504K	0.01%	435

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moneta Group Investment Advisors's IWY Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 2,954 shares — an estimated $808K sold.

Moneta Group Investment Advisors first reported a position in IWY in Q1 2025 and held it in 3 quarters. The position peaked at $808K in Q3 2025. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Moneta Group Investment Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
Moneta Group Investment Advisors sold 2,954 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $808K.
Moneta Group Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and held it in 3 quarters.
Moneta Group Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $808K in Q3 2025.
649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.