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Whitegate Investment Counselors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Whitegate Investment Counselors’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
-1,272
Closed -$299K – 66
2024
Q4 		$299K Buy
1,272
+3
+0.2% +$689 0.1% 57
2024
Q3 		$279K Sell
1,269
-174
-12% -$37K 0.07% 59
2024
Q2 		$310K Buy
+1,443
New +$288K 0.09% 54

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 $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $377B 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Whitegate Investment Counselors's IWY Position: Q1 2025 in Review

Whitegate Investment Counselors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 1,272 shares — an estimated $299K sold.

Whitegate Investment Counselors first reported a position in IWY in Q2 2024 and held it in 3 quarters. The position peaked at $310K in Q2 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • Whitegate Investment Counselors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Whitegate Investment Counselors sold 1,272 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $299K.
  • Whitegate Investment Counselors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 3 quarters.
  • Whitegate Investment Counselors's iShares Russell Top 200 Growth ETF position peaked at $310K in Q2 2024.
  • 555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Whitegate Investment Counselors's 13F filing for Q1 2025, filed 28 Apr 2025.