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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

World Equity Group's IWY Position: Q3 2025 in Review

World Equity Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2025, closing a stake of 1,336 shares — an estimated $329K sold.

World Equity Group first reported a position in IWY in Q1 2022 and held it in 10 quarters. The position peaked at $2.05M in Q1 2025. 619 funds tracked by Wall St. Rank hold IWY as of Q3 2025.

World Equity Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2025 after selling out during the quarter.
World Equity Group sold 1,336 iShares Russell Top 200 Growth ETF shares in Q3 2025, an estimated $329K.
World Equity Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and held it in 10 quarters.
World Equity Group's iShares Russell Top 200 Growth ETF position peaked at $2.05M in Q1 2025.
619 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.