SouthState Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

SouthState Corp’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
2026 Q3	$147K	Hold	499	–	–	0.01%	383
2026 Q2	$145K	Hold	499	–	–	0.01%	381
2026 Q1	$124K	Hold	499	–	–	0.01%	362
2025 Q4	$138K	Hold	499	–	–	0.01%	355
2025 Q3	$137K	Hold	499	–	–	0.01%	360
2025 Q2	$123K	Sell	499 -302	-38%	-$67.2K	0.01%	397
2025 Q1	$169K	Sell	801 -128	-14%	-$29.4K	0.01%	355
2024 Q4	$219K	Hold	929	–	–	0.01%	256
2024 Q3	$204K	Hold	929	–	–	0.01%	250
2024 Q2	$199K	Hold	929	–	–	0.01%	256
2024 Q1	$181K	Hold	929	–	–	0.01%	255
2023 Q4	$163K	Buy	+929	New	+$152K	0.01%	255

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

SouthState Corp's IWY Position: Q3 2026 in Review

SouthState Corp held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 499 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #383.

SouthState Corp first reported a position in IWY in Q4 2023 and has held it in 12 quarters since. The position peaked at $219K in Q4 2024. 495 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

SouthState Corp held 499 shares of iShares Russell Top 200 Growth ETF worth $147K as of Q3 2026.
SouthState Corp left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.01% of SouthState Corp's portfolio in Q3 2026, its #383 holding.
SouthState Corp first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 12 quarters since.
SouthState Corp's iShares Russell Top 200 Growth ETF position peaked at $219K in Q4 2024.
495 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.