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TruNorth Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TruNorth Capital 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
Q4 		– Sell
-90
Closed -$24.6K – 255
2025
Q3 		$24.6K Buy
+90
New +$23.3K ﹤0.01% 268

Other funds holding IWY

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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 $432B AUM 30.22% 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 $1.37T AUM 24.88% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruNorth Capital Management's IWY Position: Q4 2025 in Review

TruNorth Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2025, closing a stake of 90 shares — an estimated $24.6K sold.

TruNorth Capital Management first reported a position in IWY in Q3 2025 and held it in 1 quarter. The position peaked at $24.6K in Q3 2025. 649 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • TruNorth Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2025 after selling out during the quarter.
  • TruNorth Capital Management sold 90 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $24.6K.
  • TruNorth Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and held it in 1 quarter.
  • TruNorth Capital Management's iShares Russell Top 200 Growth ETF position peaked at $24.6K in Q3 2025.
  • 649 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on TruNorth Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.