Sunbelt Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sunbelt Securities’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 Q1	$52.9K	Sell	213 -573	-73%	-$152K	﹤0.01%	1000
2025 Q4	$218K	Hold	786	–	–	0.01%	617
2025 Q3	$215K	Buy	786 +574	+271%	+$148K	0.01%	617
2025 Q2	$49.8K	Hold	212	–	–	﹤0.01%	934
2025 Q1	$44.7K	Hold	212	–	–	﹤0.01%	937
2024 Q4	$50.2K	Buy	212 +1	+0.5%	+$230	﹤0.01%	930
2024 Q3	$46.5K	Buy	+211	New	+$44.9K	﹤0.01%	959
2024 Q1	–	Sell	-5,391	Closed	-$945K	–	1769
2023 Q4	$945K	Buy	5,391 +2,828	+110%	+$464K	0.12%	184
2023 Q3	$394K	Buy	+2,563	New	+$409K	0.05%	341
2023 Q2	–	Sell	-100	Closed	-$13.7K	–	1730
2023 Q1	$13.7K	Buy	+100	New	+$13K	﹤0.01%	1045

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return