New Millennium Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

New Millennium 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
2025 Q4	$43.8K	Sell	158 -8	-5%	-$2.22K	0.02%	125
2025 Q3	$45.4K	Hold	166	–	–	0.02%	129
2025 Q2	$40.9K	Sell	166 -60	-27%	-$13.4K	0.02%	108
2025 Q1	$47.7K	Sell	226 -35	-13%	-$8.05K	0.03%	96
2024 Q4	$61.4K	Buy	261 +86	+49%	+$19.7K	0.04%	84
2024 Q3	$38.5K	Sell	175 -7	-4%	-$1.49K	0.02%	103
2024 Q2	$39K	Buy	+182	New	+$36.3K	0.03%	108
2024 Q1	–	Sell	-185	Closed	-$32.5K	–	234
2023 Q4	$32.5K	Sell	185 -39	-17%	-$6.4K	0.03%	123
2023 Q3	$34.5K	Sell	224 -16	-7%	-$2.55K	0.03%	97
2023 Q2	$38.1K	Sell	240 -81	-25%	-$11.8K	0.03%	102
2023 Q1	$44.6K	Hold	321	–	–	0.04%	107
2022 Q4	$38.7K	Sell	321 -158	-33%	-$19.6K	0.04%	109
2022 Q3	$57K	Sell	479 -19	-4%	-$2.55K	0.06%	85
2022 Q2	$62K	Buy	+498	New	+$68.4K	0.06%	84

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 19.34% 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

New Millennium Group's IWY Position: Q4 2025 in Review

New Millennium Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4.8% in Q4 2025, selling an estimated $2.22K and leaving 158 shares worth $43.8K. The position accounts for 0.02% of the portfolio, ranked #125.

New Millennium Group first reported a position in IWY in Q2 2022 and has held it in 14 quarters since. The position peaked at $62K in Q2 2022. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

New Millennium Group held 158 shares of iShares Russell Top 200 Growth ETF worth $43.8K as of Q4 2025.
New Millennium Group sold 8 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $2.22K.
iShares Russell Top 200 Growth ETF made up 0.02% of New Millennium Group's portfolio in Q4 2025, its #125 holding.
New Millennium Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 14 quarters since.
New Millennium Group's iShares Russell Top 200 Growth ETF position peaked at $62K in Q2 2022.
648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.