Trinity Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Trinity Wealth 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	-20,462	Closed	-$4.32M	–	64
2025 Q1	$4.32M	Sell	20,462 -160	-0.8%	-$36.8K	1.97%	16
2024 Q4	$4.85M	Buy	20,622 +236	+1%	+$54.2K	2.2%	15
2024 Q3	$4.49M	Buy	20,386 +316	+2%	+$67.2K	2.06%	15
2024 Q2	$4.31M	Buy	+20,070	New	+$4M	2.15%	14

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Trinity Wealth Management's IWY Position: Q2 2025 in Review

Trinity Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 20,462 shares — an estimated $4.32M sold.

Trinity Wealth Management first reported a position in IWY in Q2 2024 and held it in 4 quarters. The position peaked at $4.85M in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Trinity Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
Trinity Wealth Management sold 20,462 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $4.32M.
Trinity Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 4 quarters.
Trinity Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $4.85M in Q4 2024.
573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Trinity Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.