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IWY icon

Operose Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Operose 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
-6
Closed -$1.65K – 485
2025
Q3 		$1.65K Sell
6
-995
-99% -$257K ﹤0.01% 412
2025
Q2 		$247K Hold
1,001
– – 0.07% 115
2025
Q1 		$211K Hold
1,001
– – 0.07% 118
2024
Q4 		$236K Sell
1,001
-217
-18% -$49.8K 0.08% 111
2024
Q3 		$268K Hold
1,218
– – 0.09% 118
2024
Q2 		$261K Hold
1,218
– – 0.09% 116
2024
Q1 		$238K Buy
1,218
+6
+0.5% +$1.12K 0.08% 138
2023
Q4 		$212K Sell
1,212
-888
-42% -$146K 0.09% 105
2023
Q3 		$323K Buy
+2,100
New +$335K 0.13% 79

Other funds holding IWY

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TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return