Richardson Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Richardson Financial Services’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	–	Sell	-179	Closed	-$49K	–	610
2025 Q3	$49K	Buy	+179	New	+$46.3K	0.03%	285
2025 Q1	–	Sell	-422	Closed	-$100K	–	622
2024 Q4	$100K	Buy	422 +38	+10%	+$8.72K	0.07%	189
2024 Q3	$82.4K	Hold	384	–	–	0.05%	216
2024 Q2	$82.4K	Sell	384 -18	-4%	-$3.59K	0.06%	207
2024 Q1	$78.4K	Buy	402 +72	+22%	+$13.5K	0.06%	210
2023 Q4	$57.8K	Buy	+330	New	+$54.2K	0.05%	202

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 19.34% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Richardson Financial Services's IWY Position: Q4 2025 in Review

Richardson Financial Services sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 179 shares — an estimated $49K sold.

Richardson Financial Services first reported a position in IWY in Q4 2023 and held it in 6 quarters. The position peaked at $100K in Q4 2024. 648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Richardson Financial Services reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
Richardson Financial Services sold 179 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $49K.
Richardson Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 6 quarters.
Richardson Financial Services's iShares Russell Top 200 Growth ETF position peaked at $100K in Q4 2024.
648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.