Williams Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Williams Financial’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	-52,043	Closed	-$11M	–	15
2025 Q1	$11M	Sell	52,043 -61,228	-54%	-$14.1M	7.67%	6
2024 Q4	$26.6M	Sell	113,271 -927	-0.8%	-$213K	16.59%	2
2024 Q3	$25.1M	Buy	114,198 +1,053	+0.9%	+$224K	15.71%	2
2024 Q2	$24.3M	Sell	113,145 -2	-0%	-$399	16.16%	2
2024 Q1	$22.1M	Buy	+113,147	New	+$21.2M	14.69%	2

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 19.34% 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

Williams Financial's IWY Position: Q2 2025 in Review

Williams Financial sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2025, closing a stake of 52,043 shares — an estimated $11M sold.

Williams Financial first reported a position in IWY in Q1 2024 and held it in 5 quarters. The position peaked at $26.6M in Q4 2024. 573 funds tracked by Wall St. Rank hold IWY as of Q2 2025.

Williams Financial reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2025 after selling out during the quarter.
Williams Financial sold 52,043 iShares Russell Top 200 Growth ETF shares in Q2 2025, an estimated $11M.
Williams Financial first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 5 quarters.
Williams Financial's iShares Russell Top 200 Growth ETF position peaked at $26.6M in Q4 2024.
573 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2025.

Based on Williams Financial's 13F filing for Q2 2025, filed 11 Jul 2025.