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Siligmueller & Norvid Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		$251K Buy
+917
New +$237K 0.11% 136

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IWY Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2025: 917 shares worth $251K. The stake represents 0.11% of the portfolio and ranks #136 among its holdings.

618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 917 shares of iShares Russell Top 200 Growth ETF worth $251K as of Q3 2025.
  • iShares Russell Top 200 Growth ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares Russell Top 200 Growth ETF made up 0.11% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #136 holding.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.