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

Aspire 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	$11.2M	Buy	50,736 +642	+1%	+$137K	6.01%	2
2024 Q2	$10.7M	Buy	50,094 +3,229	+7%	+$644K	6.15%	2
2024 Q1	$9.14M	Buy	46,865 +2,155	+5%	+$403K	5.52%	3
2023 Q4	$7.83M	Buy	44,710 +2,184	+5%	+$358K	5.32%	3
2023 Q3	$6.54M	Buy	42,526 +981	+2%	+$156K	4.97%	5
2023 Q2	$6.59M	Buy	41,545 +428	+1%	+$62.4K	4.98%	4
2023 Q1	$5.71M	Buy	41,117 +5,260	+15%	+$683K	4.64%	3
2022 Q4	$4.32M	Buy	35,857 +9,053	+34%	+$1.13M	3.77%	8
2022 Q3	$3.2M	Buy	26,804 +8,123	+43%	+$1.09M	3.02%	12
2022 Q2	$2.34M	Buy	18,681 +10,106	+118%	+$1.39M	2.16%	16
2022 Q1	$1.36M	Buy	8,575 +2,958	+53%	+$461K	1.08%	23
2021 Q4	$974K	Buy	+5,617	New	+$936K	0.79%	35

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

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

Aspire Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.3% in Q3 2024, buying an estimated $137K and bringing the position to 50,736 shares worth $11.2M. The position accounts for 6.01% of the portfolio, ranked #2.

Aspire Wealth Management first reported a position in IWY in Q4 2021 and has held it in 12 quarters since. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

Aspire Wealth Management held 50,736 shares of iShares Russell Top 200 Growth ETF worth $11.2M as of Q3 2024.
Aspire Wealth Management bought 642 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $137K.
iShares Russell Top 200 Growth ETF made up 6.01% of Aspire Wealth Management's portfolio in Q3 2024, its #2 holding.
Aspire Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 12 quarters since.
506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.