VFG
IWY icon

Victory Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Victory Financial Group’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 		$115M Buy
462,598
+14,063
+3% +$3.73M 14.14% 1
2025
Q4 		$124M Buy
448,535
+6,871
+2% +$1.9M 15.63% 1
2025
Q3 		$121M Sell
441,664
-5,799
-1% -$1.5M 16.62% 1
2025
Q2 		$110M Buy
447,463
+31,644
+8% +$7.04M 17.5% 1
2025
Q1 		$87.4M Buy
415,819
+151,696
+57% +$34.9M 16.78% 1
2024
Q4 		$62.1M Buy
+264,123
New +$60.6M 16.33% 1
2024
Q2 		$36.2M Buy
168,789
+15,631
+10% +$3.12M 16.94% 1
2024
Q1 		$29.9M Buy
153,158
+31,343
+26% +$5.86M 17.69% 2
2023
Q4 		$21.3M Buy
+121,815
New +$20M 14.43% 2

Other funds holding IWY

TCIIS
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
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
LPL Financial San Diego, California $376B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return