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Orion Portfolio Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Orion Portfolio Solutions’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 		$4.46M Sell
21,146
-318,842
-94% -$73.3M 0.04% 378
2024
Q4 		$80M Buy
339,988
+319,162
+1,533% +$73.3M 0.8% 14
2024
Q3 		$4.58M Sell
20,826
-295,424
-93% -$62.9M 0.05% 356
2024
Q2 		$67.8M Buy
316,250
+5,607
+2% +$1.12M 0.72% 17
2024
Q1 		$60.6M Buy
310,643
+202,073
+186% +$37.8M 0.65% 17
2023
Q4 		$18.9M Buy
108,570
+60,145
+124% +$9.87M 0.22% 93
2023
Q3 		$7.45M Sell
48,425
-402,263
-89% -$64.2M 0.09% 216
2023
Q2 		$71.5M Sell
450,688
-3,058
-0.7% -$446K 0.76% 21
2023
Q1 		$63M Buy
453,746
+431,471
+1,937% +$56M 0.78% 14
2022
Q4 		$2.68M Sell
22,275
-8,023
-26% -$997K 0.09% 149
2022
Q3 		$3.62M Sell
30,298
-1,305
-4% -$175K 0.14% 104
2022
Q2 		$3.96M Sell
31,603
-7,043
-18% -$967K 0.16% 94
2022
Q1 		$6.14M Buy
38,646
+35,086
+986% +$5.47M 0.22% 69
2021
Q4 		$617K Buy
+3,560
New +$593K 0.02% 370
2020
Q3 		– Sell
-32
Closed -$3K – 1254
2020
Q2 		$3K Hold
32
– – ﹤0.01% 1655
2020
Q1 		$3K Buy
+32
New +$3.05K ﹤0.01% 1463

Other funds holding IWY

TIAA Trust, National Association
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 $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Orion Portfolio Solutions's IWY Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 94% in Q1 2025, selling an estimated $73.3M and leaving 21,146 shares worth $4.46M. The position accounts for 0.04% of the portfolio, ranked #378.

Orion Portfolio Solutions first reported a position in IWY in Q1 2020 and has held it in 16 quarters since. The position peaked at $80M in Q4 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • Orion Portfolio Solutions held 21,146 shares of iShares Russell Top 200 Growth ETF worth $4.46M as of Q1 2025.
  • Orion Portfolio Solutions sold 318,842 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $73.3M.
  • iShares Russell Top 200 Growth ETF made up 0.04% of Orion Portfolio Solutions's portfolio in Q1 2025, its #378 holding.
  • Orion Portfolio Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 16 quarters since.
  • Orion Portfolio Solutions's iShares Russell Top 200 Growth ETF position peaked at $80M in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.