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Strategic Equity Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Strategic Equity Management’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
-3,866
Closed -$815K – 75
2025
Q1 		$815K Buy
3,866
+134
+4% +$30.8K 0.34% 31
2024
Q4 		$878K Sell
3,732
-398
-10% -$91.4K 0.37% 30
2024
Q3 		$909K Sell
4,130
-481
-10% -$102K 0.43% 28
2024
Q2 		$989K Sell
4,611
-326
-7% -$65K 0.64% 22
2024
Q1 		$963K Sell
4,937
-571
-10% -$107K 0.8% 19
2023
Q4 		$965K Sell
5,508
-9,973
-64% -$1.64M 1.09% 17
2023
Q3 		$2.38M Buy
15,481
+5,839
+61% +$931K 0.9% 19
2023
Q2 		$1.53M Sell
9,642
-238
-2% -$34.7K 0.52% 23
2023
Q1 		$1.37M Sell
9,880
-58,837
-86% -$7.64M 0.49% 25
2022
Q4 		$8.28M Sell
68,717
-3,864
-5% -$480K 3.18% 13
2022
Q3 		$8.67M Buy
72,581
+1,229
+2% +$165K 3.59% 13
2022
Q2 		$8.94M Sell
71,352
-115,334
-62% -$15.8M 4.64% 8
2022
Q1 		$29.7M Buy
186,686
+24,803
+15% +$3.87M 10.67% 2
2021
Q4 		$28.1M Sell
161,883
-3,294
-2% -$549K 8.78% 2
2021
Q3 		$25.2M Sell
165,177
-3,967
-2% -$626K 8.44% 2
2021
Q2 		$25.5M Sell
169,144
-87,567
-34% -$12.5M 8.72% 2
2021
Q1 		$34.5M Sell
256,711
-4,516
-2% -$605K 14.6% 2
2020
Q4 		$34.8M Buy
+261,227
New +$32.9M 15.58% 2

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

Strategic Equity Management's IWY Position: Q2 2025 in Review

Strategic Equity Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 3,866 shares — an estimated $815K sold.

Strategic Equity Management first reported a position in IWY in Q4 2020 and held it in 18 quarters. The position peaked at $34.8M in Q4 2020. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

  • Strategic Equity Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Strategic Equity Management sold 3,866 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $815K.
  • Strategic Equity Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 18 quarters.
  • Strategic Equity Management's iShares Russell Top 200 Growth ETF position peaked at $34.8M in Q4 2020.
  • 572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Strategic Equity Management's 13F filing for Q2 2025, filed 11 Aug 2025.