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IWY icon

Summit X LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Summit X LLC’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 		– Sell
-1,286
Closed -$317K – 125
2025
Q2 		$317K Sell
1,286
-30
-2% -$6.68K 0.06% 188
2025
Q1 		$277K Sell
1,316
-85
-6% -$19.6K 0.06% 182
2024
Q4 		$330K Buy
1,401
+21
+2% +$4.82K 0.07% 154
2024
Q3 		$296K Sell
1,380
-66
-5% -$14K 0.07% 164
2024
Q2 		$311K Buy
1,446
+67
+5% +$13.4K 0.07% 170
2024
Q1 		$269K Sell
1,379
-105
-7% -$19.6K 0.07% 168
2023
Q4 		$247K Buy
1,484
+133
+10% +$21.8K 0.07% 163
2023
Q3 		$208K Buy
+1,351
New +$215K 0.07% 170

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Summit X LLC's IWY Position: Q3 2025 in Review

Summit X LLC sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 1,286 shares — an estimated $317K sold.

Summit X LLC first reported a position in IWY in Q3 2023 and held it in 8 quarters. The position peaked at $330K in Q4 2024. 619 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Summit X LLC reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,286 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $317K.
  • Summit X LLC first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 8 quarters.
  • Summit X LLC's iShares Russell Top 200 Growth ETF position peaked at $330K in Q4 2024.
  • 619 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.