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

Virtue 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 Q1	–	Sell	-1,265	Closed	-$298K	–	474
2024 Q4	$298K	Buy	+1,265	New	+$290K	0.06%	199
2024 Q3	–	Sell	-1,386	Closed	-$300K	–	339
2024 Q2	$300K	Buy	+1,386	New	+$276K	0.05%	288
2024 Q1	–	Sell	-1,257	Closed	-$214K	–	403
2023 Q4	$214K	Sell	1,257 -3,759	-75%	-$617K	0.04%	338
2023 Q3	$797K	Hold	5,016	–	–	0.14%	140
2023 Q2	$797K	Buy	+5,016	New	+$732K	0.14%	140

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 19.28% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Virtue Capital Management's IWY Position: Q1 2025 in Review

Virtue Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 1,265 shares — an estimated $298K sold.

Virtue Capital Management first reported a position in IWY in Q2 2023 and held it in 5 quarters. The position peaked at $797K in Q3 2023. 558 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Virtue Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
Virtue Capital Management sold 1,265 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $298K.
Virtue Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 5 quarters.
Virtue Capital Management's iShares Russell Top 200 Growth ETF position peaked at $797K in Q3 2023.
558 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Virtue Capital Management's 13F filing for Q1 2025, filed 15 May 2025.