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Vista Investment Partners II’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Vista Investment Partners II’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
Q3 		– Sell
-7,623
Closed -$1.88M – 148
2025
Q2 		$1.88M Buy
7,623
+5,272
+224% +$1.17M 0.91% 44
2025
Q1 		$496K Buy
+2,351
New +$541K 0.27% 83

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 $20.9B AUM 19.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $79.5B AUM 27.1% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Vista Investment Partners II's IWY Position: Q3 2025 in Review

Vista Investment Partners II sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 7,623 shares — an estimated $1.88M sold.

Vista Investment Partners II first reported a position in IWY in Q1 2025 and held it in 2 quarters. The position peaked at $1.88M in Q2 2025. 618 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

  • Vista Investment Partners II reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Vista Investment Partners II sold 7,623 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $1.88M.
  • Vista Investment Partners II first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and held it in 2 quarters.
  • Vista Investment Partners II's iShares Russell Top 200 Growth ETF position peaked at $1.88M in Q2 2025.
  • 618 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on Vista Investment Partners II's 13F filing for Q3 2025, filed 29 Oct 2025.