West Branch Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

West Branch Capital’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 Q2	–	Sell	-87	Closed	-$18.4K	–	502
2025 Q1	$18.4K	Sell	87 -46	-35%	-$10.6K	0.01%	234
2024 Q4	$31.3K	Sell	133 -67	-34%	-$15.4K	0.01%	184
2024 Q3	$44K	Sell	200 -10	-5%	-$2.13K	0.02%	168
2024 Q2	$45K	Hold	210	–	–	0.02%	163
2024 Q1	$40.9K	Sell	210 -209	-50%	-$39.1K	0.02%	173
2023 Q4	$73.5K	Buy	419 +1	+0.2%	+$164	0.03%	137
2023 Q3	$64.2K	Hold	418	–	–	0.03%	142
2023 Q2	$66.2K	Buy	+418	New	+$61K	0.03%	143

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Branch Capital's IWY Position: Q2 2025 in Review

West Branch Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 87 shares — an estimated $18.4K sold.

West Branch Capital first reported a position in IWY in Q2 2023 and held it in 8 quarters. The position peaked at $73.5K in Q4 2023. 574 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

West Branch Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 87 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $18.4K.
West Branch Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 8 quarters.
West Branch Capital's iShares Russell Top 200 Growth ETF position peaked at $73.5K in Q4 2023.
574 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.