Raleigh Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-675	Closed	-$159K	–	803
2024 Q4	$159K	Hold	675	–	–	0.06%	216
2024 Q3	$149K	Hold	675	–	–	0.06%	223
2024 Q2	$145K	Hold	675	–	–	0.06%	222
2024 Q1	$132K	Hold	675	–	–	0.06%	227
2023 Q4	$118K	Hold	675	–	–	0.05%	217
2023 Q3	$104K	Hold	675	–	–	0.05%	208
2023 Q2	$107K	Hold	675	–	–	0.05%	209
2023 Q1	$93.8K	Hold	675	–	–	0.05%	218
2022 Q4	$81.4K	Hold	675	–	–	0.04%	220
2022 Q3	$81K	Hold	675	–	–	0.05%	216
2022 Q2	$85K	Hold	675	–	–	0.05%	227
2022 Q1	$107K	Buy	+675	New	+$105K	0.06%	217

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

Commonwealth Equity Services

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Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return