Argent Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Argent Financial 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
2024 Q3	$443K	Buy	+2,013	New	+$428K	0.05%	217

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

Argent Financial Group's IWY Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2024: 2,013 shares worth $443K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings.

506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

Argent Financial Group held 2,013 shares of iShares Russell Top 200 Growth ETF worth $443K as of Q3 2024.
iShares Russell Top 200 Growth ETF was a new Argent Financial Group position in Q3 2024.
iShares Russell Top 200 Growth ETF made up 0.05% of Argent Financial Group's portfolio in Q3 2024, its #217 holding.
506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.