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Smith, Moore & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Smith, Moore & Co’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
-1,356
Closed -$286K – 522
2025
Q1 		$286K Buy
1,356
+95
+8% +$21.9K 0.03% 386
2024
Q4 		$297K Buy
1,261
+186
+17% +$42.7K 0.03% 373
2024
Q3 		$237K Buy
1,075
+51
+5% +$10.9K 0.02% 412
2024
Q2 		$220K Buy
+1,024
New +$204K 0.02% 404

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 $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Smith, Moore & Co's IWY Position: Q2 2025 in Review

Smith, Moore & Co sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 1,356 shares — an estimated $286K sold.

Smith, Moore & Co first reported a position in IWY in Q2 2024 and held it in 4 quarters. The position peaked at $297K in Q4 2024. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Smith, Moore & Co reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Smith, Moore & Co sold 1,356 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $286K.
  • Smith, Moore & Co first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 4 quarters.
  • Smith, Moore & Co's iShares Russell Top 200 Growth ETF position peaked at $297K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Smith, Moore & Co's 13F filing for Q2 2025, filed 13 Aug 2025.