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Richards, Merrill & Peterson’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-232
Closed -$48.9K – 338
2025
Q1 		$48.9K Buy
232
+230
+11,500% +$52.9K 0.03% 254
2024
Q4 		$471 Buy
+2
New +$459 ﹤0.01% 475

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Richards, Merrill & Peterson's IWY Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 232 shares — an estimated $48.9K sold.

Richards, Merrill & Peterson first reported a position in IWY in Q4 2024 and held it in 2 quarters. The position peaked at $48.9K in Q1 2025. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 232 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $48.9K.
  • Richards, Merrill & Peterson first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares Russell Top 200 Growth ETF position peaked at $48.9K in Q1 2025.
  • 574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.