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

Apollon 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 Q4	–	Sell	-3,056	Closed	-$672K	–	1246
2024 Q3	$672K	Buy	3,056 +590	+24%	+$126K	0.02%	609
2024 Q2	$529K	Sell	2,466 -627	-20%	-$125K	0.02%	659
2024 Q1	$603K	Buy	3,093 +650	+27%	+$122K	0.02%	631
2023 Q4	$428K	Buy	2,443 +632	+35%	+$104K	0.01%	712
2023 Q3	$279K	Buy	+1,811	New	+$289K	0.01%	722
2023 Q1	–	Sell	-1,882	Closed	-$227K	–	894
2022 Q4	$227K	Hold	1,882	–	–	0.02%	748
2022 Q3	$225K	Buy	+1,882	New	+$253K	0.02%	691

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 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Apollon Wealth Management's IWY Position: Q4 2024 in Review

Apollon Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 3,056 shares — an estimated $672K sold.

Apollon Wealth Management first reported a position in IWY in Q3 2022 and held it in 7 quarters. The position peaked at $672K in Q3 2024. 590 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

Apollon Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 3,056 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $672K.
Apollon Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and held it in 7 quarters.
Apollon Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $672K in Q3 2024.
590 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.