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ORG Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

ORG Partners’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
Q1 		– Sell
-100
Closed -$23.6K – 1500
2024
Q4 		$23.6K Hold
100
– – ﹤0.01% 703
2024
Q3 		$22K Hold
100
– – ﹤0.01% 659
2024
Q2 		$21.7K Buy
+100
New +$19.9K ﹤0.01% 1050
2024
Q1 		– Sell
-100
Closed -$17.5K – 810
2023
Q4 		$17.5K Hold
100
– – ﹤0.01% 689
2023
Q3 		$15.4K Hold
100
– – ﹤0.01% 744
2023
Q2 		$15.9K Buy
+100
New +$14.6K ﹤0.01% 910

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

ORG Partners's IWY Position: Q1 2025 in Review

ORG Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 100 shares — an estimated $23.6K sold.

ORG Partners first reported a position in IWY in Q2 2023 and held it in 6 quarters. The position peaked at $23.6K in Q4 2024. 558 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • ORG Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 100 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $23.6K.
  • ORG Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 6 quarters.
  • ORG Partners's iShares Russell Top 200 Growth ETF position peaked at $23.6K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.