WEG
IWY icon

World Equity Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

World Equity Group’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
Q3 		– Sell
-1,336
Closed -$329K – 361
2025
Q2 		$329K Sell
1,336
-8,394
-86% -$1.87M 0.09% 231
2025
Q1 		$2.05M Buy
9,730
+7,775
+398% +$1.79M 0.59% 37
2024
Q4 		$460K Sell
1,955
-633
-24% -$145K 0.1% 202
2024
Q3 		$569K Buy
+2,588
New +$551K 0.21% 113
2024
Q2 		– Sell
-1,600
Closed -$312K – 296
2024
Q1 		$312K Buy
1,600
+121
+8% +$22.6K 0.06% 243
2023
Q4 		$259K Sell
1,479
-4,413
-75% -$724K 0.05% 276
2023
Q3 		$906K Sell
5,892
-2,629
-31% -$419K 0.19% 125
2023
Q2 		$1.35M Buy
8,521
+5,272
+162% +$769K 0.4% 64
2023
Q1 		$375K Buy
+3,249
New +$422K 0.06% 325
2022
Q2 		– Sell
-8,118
Closed -$1.29M – 373
2022
Q1 		$1.29M Buy
+8,118
New +$1.27M 0.28% 101

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 $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return