Passumpsic Savings Bank’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Passumpsic Savings Bank’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	$5.06M	Buy	+18,263	New	+$5.06M	2.77%	7
2024 Q4	$3.82M	Buy	16,243 +188	+1%	+$43.2K	2.38%	11
2024 Q3	$3.53M	Buy	16,055 +820	+5%	+$174K	2.32%	13
2024 Q2	$3.27M	Buy	15,235 +1,218	+9%	+$243K	2.34%	11
2024 Q1	$2.73M	Buy	+14,017	New	+$2.62M	1.75%	25

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

Passumpsic Savings Bank's IWY Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q4 2025: 18,263 shares worth $5.06M. The stake represents 2.77% of the portfolio and ranks #7 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in IWY as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in IWY in Q1 2024 and has held it in 5 quarters since. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Passumpsic Savings Bank held 18,263 shares of iShares Russell Top 200 Growth ETF worth $5.06M as of Q4 2025.
iShares Russell Top 200 Growth ETF was a new Passumpsic Savings Bank position in Q4 2025.
iShares Russell Top 200 Growth ETF made up 2.77% of Passumpsic Savings Bank's portfolio in Q4 2025, its #7 holding.
Passumpsic Savings Bank first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 5 quarters since.
648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.