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VisionPoint Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

VisionPoint Advisory 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
2025
Q1 		– Sell
-1,657
Closed -$388K – 259
2024
Q4 		$388K Sell
1,657
-26
-2% -$5.97K 0.13% 124
2024
Q3 		$370K Sell
1,683
-23
-1% -$4.89K 0.13% 126
2024
Q2 		$366K Sell
1,706
-66
-4% -$13.2K 0.13% 126
2024
Q1 		$346K Buy
1,772
+68
+4% +$12.7K 0.12% 139
2023
Q4 		$299K Buy
1,704
+226
+15% +$37.1K 0.11% 129
2023
Q3 		$227K Buy
+1,478
New +$236K 0.1% 136

Other funds holding IWY

TIAA Trust, National Association
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 $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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

VisionPoint Advisory Group's IWY Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 1,657 shares — an estimated $388K sold.

VisionPoint Advisory Group first reported a position in IWY in Q3 2023 and held it in 6 quarters. The position peaked at $388K in Q4 2024. 557 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,657 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $388K.
  • VisionPoint Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 6 quarters.
  • VisionPoint Advisory Group's iShares Russell Top 200 Growth ETF position peaked at $388K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.