Wolf Group Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wolf Group Capital Advisors’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	$7.16M	Sell	33,923 -4,360	-11%	-$1M	2.4%	8
2024 Q4	$6.07M	Hold	38,283	–	–	2.94%	6
2024 Q3	$6.07M	Buy	38,283 +3,645	+11%	+$776K	2.89%	6
2024 Q2	$7.43M	Sell	34,638 -3,645	-10%	-$726K	2.93%	7
2024 Q1	$6.07M	Hold	38,283	–	–	2.89%	6
2023 Q4	$6.07M	Buy	38,283 +116	+0.3%	+$19K	2.88%	6
2023 Q3	$5.87M	Sell	38,167 -152	-0.4%	-$24.2K	2.78%	9
2023 Q2	$5.78M	Buy	38,319 +815	+2%	+$119K	2.88%	8
2023 Q1	$5.21M	Sell	37,504 -1,557	-4%	-$202K	2.59%	8
2022 Q4	$4.71M	Buy	+39,061	New	+$4.85M	2.22%	8

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wolf Group Capital Advisors's IWY Position: Q1 2025 in Review

Wolf Group Capital Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q1 2025, selling an estimated $1M and leaving 33,923 shares worth $7.16M. The position accounts for 2.4% of the portfolio, ranked #8.

Wolf Group Capital Advisors first reported a position in IWY in Q4 2022 and has held it in 10 quarters since. The position peaked at $7.43M in Q2 2024. 555 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Wolf Group Capital Advisors held 33,923 shares of iShares Russell Top 200 Growth ETF worth $7.16M as of Q1 2025.
Wolf Group Capital Advisors sold 4,360 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $1M.
iShares Russell Top 200 Growth ETF made up 2.4% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #8 holding.
Wolf Group Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 10 quarters since.
Wolf Group Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $7.43M in Q2 2024.
555 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.