9258 Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

9258 Wealth Management’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
2024 Q3	$22.9M	Sell	103,916 -1,873	-2%	-$399K	3.38%	4
2024 Q2	$22.7M	Sell	105,789 -5,025	-5%	-$1M	3.49%	3
2024 Q1	$21.6M	Buy	110,814 +2,237	+2%	+$418K	3.37%	3
2023 Q4	$19M	Buy	108,577 +12,090	+13%	+$1.98M	3.35%	4
2023 Q3	$14.8M	Buy	96,487 +12,652	+15%	+$2.02M	2.89%	5
2023 Q2	$13.3M	Buy	83,835 +40,159	+92%	+$5.86M	2.5%	9
2023 Q1	$6.07M	Buy	43,676 +2,392	+6%	+$311K	1.23%	22
2022 Q4	$4.98M	Buy	41,284 +7,765	+23%	+$965K	1.08%	24
2022 Q3	$4M	Buy	33,519 +16,483	+97%	+$2.21M	1.02%	20
2022 Q2	$2.13M	Buy	17,036 +14,588	+596%	+$2M	0.55%	41
2022 Q1	$389K	Buy	+2,448	New	+$382K	0.09%	230

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

9258 Wealth Management's IWY Position: Q3 2024 in Review

9258 Wealth Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.8% in Q3 2024, selling an estimated $399K and leaving 103,916 shares worth $22.9M. The position accounts for 3.38% of the portfolio, ranked #4.

9258 Wealth Management first reported a position in IWY in Q1 2022 and has held it in 11 quarters since. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

9258 Wealth Management held 103,916 shares of iShares Russell Top 200 Growth ETF worth $22.9M as of Q3 2024.
9258 Wealth Management sold 1,873 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $399K.
iShares Russell Top 200 Growth ETF made up 3.38% of 9258 Wealth Management's portfolio in Q3 2024, its #4 holding.
9258 Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 11 quarters since.
506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.