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Prosperity Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Prosperity Wealth Management’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 		$730K Buy
2,635
+108
+4% +$29.9K 0.24% 93
2025
Q3 		$692K Sell
2,527
-106
-4% -$27.4K 0.23% 98
2025
Q2 		$649K Buy
2,633
+94
+4% +$20.9K 0.24% 96
2025
Q1 		$536K Buy
2,539
+1,169
+85% +$269K 0.25% 91
2024
Q4 		$322K Buy
1,370
+23
+2% +$5.28K 0.13% 142
2024
Q3 		$296K Sell
1,347
-18
-1% -$3.83K 0.12% 133
2024
Q2 		$293K Buy
1,365
+99
+8% +$19.7K 0.14% 131
2024
Q1 		$247K Buy
+1,266
New +$237K 0.12% 125

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 $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return

Prosperity Wealth Management's IWY Position: Q4 2025 in Review

Prosperity Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 4.3% in Q4 2025, buying an estimated $29.9K and bringing the position to 2,635 shares worth $730K. The position accounts for 0.24% of the portfolio, ranked #93.

Prosperity Wealth Management first reported a position in IWY in Q1 2024 and has held it in 8 quarters since. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Prosperity Wealth Management held 2,635 shares of iShares Russell Top 200 Growth ETF worth $730K as of Q4 2025.
  • Prosperity Wealth Management bought 108 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $29.9K.
  • iShares Russell Top 200 Growth ETF made up 0.24% of Prosperity Wealth Management's portfolio in Q4 2025, its #93 holding.
  • Prosperity Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.