Oliver Lagore Vanvalin Investment Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$372K	Buy	+1,765	New	+$393K	0.15%	106
2024 Q4	$415K	Sell	1,765 -276	-14%	-$63.4K	0.11%	95
2024 Q3	$449K	Sell	2,041 -248	-11%	-$52.8K	0.12%	91
2024 Q2	$491K	Buy	2,289 +7	+0.3%	+$1.4K	0.14%	83
2024 Q1	$445K	Sell	2,282 -1,368	-37%	-$256K	0.13%	94
2023 Q4	$640K	Sell	3,650 -3,839	-51%	-$630K	0.24%	71
2023 Q3	$1.15M	Sell	7,489 -12,213	-62%	-$1.95M	0.46%	35
2023 Q2	$3.12M	Buy	+19,702	New	+$2.87M	1.14%	17

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $377B 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 $79.5B AUM 27.1% 1-Year Est. Return

FCBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IWY Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2025: 1,765 shares worth $372K. The stake represents 0.15% of the portfolio and ranks #106 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWY as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWY in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.12M in Q2 2023. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,765 shares of iShares Russell Top 200 Growth ETF worth $372K as of Q2 2025.
iShares Russell Top 200 Growth ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Russell Top 200 Growth ETF made up 0.15% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #106 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Russell Top 200 Growth ETF position peaked at $3.12M in Q2 2023.
572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.