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WMS Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

WMS Partners’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
-1,361
Closed -$320K – 144
2024
Q4 		$320K Hold
1,361
– – 0.02% 236
2024
Q3 		$299K Buy
1,361
+120
+10% +$25.5K 0.02% 228
2024
Q2 		$266K Hold
1,241
– – 0.02% 222
2024
Q1 		$242K Hold
1,241
– – 0.02% 241
2023
Q4 		$217K Sell
1,241
-120
-9% -$19.7K 0.02% 243
2023
Q3 		$209K Hold
1,361
– – 0.02% 247
2023
Q2 		$216K Buy
+1,361
New +$199K 0.02% 262
2022
Q2 		– Sell
-1,361
Closed -$216K – 273
2022
Q1 		$216K Sell
1,361
-450
-25% -$70.2K 0.03% 235
2021
Q4 		$314K Hold
1,811
– – 0.07% 153
2021
Q3 		$276K Buy
+1,811
New +$286K 0.04% 221

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

WMS Partners's IWY Position: Q1 2025 in Review

WMS Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 1,361 shares — an estimated $320K sold.

WMS Partners first reported a position in IWY in Q3 2021 and held it in 10 quarters. The position peaked at $320K in Q4 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

  • WMS Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 1,361 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $320K.
  • WMS Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 10 quarters.
  • WMS Partners's iShares Russell Top 200 Growth ETF position peaked at $320K in Q4 2024.
  • 555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.