Tyler-Stone Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tyler-Stone 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	$462K	Sell	1,873 -306	-14%	-$68.1K	0.07%	203
2025 Q1	$460K	Sell	2,179 -50	-2%	-$11.5K	0.08%	198
2024 Q4	$524K	Sell	2,229 -123	-5%	-$28.2K	0.09%	189
2024 Q3	$518K	Buy	2,352 +1,176	+100%	+$250K	0.1%	183
2024 Q2	$252K	Sell	1,176 -12	-1%	-$2.39K	0.1%	169
2024 Q1	$232K	Sell	1,188 -128	-10%	-$23.9K	0.1%	177
2023 Q4	$231K	Buy	1,316 +137	+12%	+$22.5K	0.12%	165
2023 Q3	$181K	Buy	1,179 +99	+9%	+$15.8K	0.1%	168
2023 Q2	$171K	Buy	+1,080	New	+$158K	0.1%	181
2022 Q4	$130K	Sell	1,080 -120	-10%	-$14.9K	0.09%	199
2022 Q3	$143K	Hold	1,200	–	–	0.11%	169
2022 Q2	$150K	Hold	1,200	–	–	0.1%	180
2022 Q1	$191K	Hold	1,200	–	–	0.11%	181
2021 Q4	$208K	Buy	+1,200	New	+$200K	0.11%	177

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's IWY Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 14% in Q2 2025, selling an estimated $68.1K and leaving 1,873 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #203.

Tyler-Stone Wealth Management first reported a position in IWY in Q4 2021 and has held it in 14 quarters since. The position peaked at $524K in Q4 2024. 572 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Tyler-Stone Wealth Management held 1,873 shares of iShares Russell Top 200 Growth ETF worth $462K as of Q2 2025.
Tyler-Stone Wealth Management sold 306 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $68.1K.
iShares Russell Top 200 Growth ETF made up 0.07% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #203 holding.
Tyler-Stone Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $524K in Q4 2024.
572 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.