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Vantage Financial Partners (Wisconsin)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Vantage Financial Partners (Wisconsin)’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 		$1.75M Sell
6,336
-162
-2% -$44.9K 0.36% 47
2025
Q3 		$1.78M Sell
6,498
-267
-4% -$69.1K 0.37% 45
2025
Q2 		$1.67M Sell
6,765
-133
-2% -$29.6K 0.38% 45
2025
Q1 		$1.46M Sell
6,898
-197
-3% -$45.3K 0.36% 40
2024
Q4 		$1.67M Buy
7,095
+147
+2% +$33.7K 0.42% 36
2024
Q3 		$1.53M Sell
6,948
-32,748
-82% -$6.97M 0.38% 35
2024
Q2 		$8.52M Buy
39,696
+434
+1% +$86.5K 2.21% 13
2024
Q1 		$7.66M Buy
39,262
+311
+0.8% +$58.1K 2.06% 13
2023
Q4 		$6.82M Buy
38,951
+380
+1% +$62.4K 2% 14
2023
Q3 		$5.93M Sell
38,571
-6,032
-14% -$962K 2.33% 14
2023
Q2 		$7.07M Sell
44,603
-187
-0.4% -$27.3K 2.64% 15
2023
Q1 		$6.22M Buy
+44,790
New +$5.82M 2.47% 16

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s IWY Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.5% in Q4 2025, selling an estimated $44.9K and leaving 6,336 shares worth $1.75M. The position accounts for 0.36% of the portfolio, ranked #47.

Vantage Financial Partners (Wisconsin) first reported a position in IWY in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.52M in Q2 2024. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 6,336 shares of iShares Russell Top 200 Growth ETF worth $1.75M as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) sold 162 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $44.9K.
  • iShares Russell Top 200 Growth ETF made up 0.36% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #47 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • Vantage Financial Partners (Wisconsin)'s iShares Russell Top 200 Growth ETF position peaked at $8.52M in Q2 2024.
  • 647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.