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

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 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Raleigh Capital Management's IWY Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 675 shares — an estimated $159K sold.

Raleigh Capital Management first reported a position in IWY in Q1 2022 and held it in 12 quarters. The position peaked at $159K in Q4 2024. 558 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Raleigh Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 675 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $159K.
Raleigh Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's iShares Russell Top 200 Growth ETF position peaked at $159K in Q4 2024.
558 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.