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

Pineridge 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 Q3	$815K	Buy	2,977 +165	+6%	+$42.7K	0.23%	24
2025 Q2	$693K	Buy	2,812 +41	+1%	+$9.13K	0.25%	21
2025 Q1	$585K	Sell	2,771 -405	-13%	-$93.2K	0.23%	21
2024 Q4	$747K	Sell	3,176 -329	-9%	-$75.5K	0.28%	24
2024 Q3	$771K	Sell	3,505 -244	-7%	-$51.9K	0.29%	32
2024 Q2	$804K	Buy	3,749 +69	+2%	+$13.8K	0.27%	31
2024 Q1	$718K	Sell	3,680 -2,203	-37%	-$412K	0.25%	27
2023 Q4	$1.03M	Buy	+5,883	New	+$966K	0.34%	23

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 $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FCBT

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

Pineridge Advisors's IWY Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.9% in Q3 2025, buying an estimated $42.7K and bringing the position to 2,977 shares worth $815K. The position accounts for 0.23% of the portfolio, ranked #24.

Pineridge Advisors first reported a position in IWY in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2023. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

Pineridge Advisors held 2,977 shares of iShares Russell Top 200 Growth ETF worth $815K as of Q3 2025.
Pineridge Advisors bought 165 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $42.7K.
iShares Russell Top 200 Growth ETF made up 0.23% of Pineridge Advisors's portfolio in Q3 2025, its #24 holding.
Pineridge Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.03M in Q4 2023.
618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.