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Authentikos Wealth Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Authentikos Wealth Advisory’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
-523
Closed -$115K – 123
2024
Q3 		$115K Buy
+523
New +$111K 0.11% 82
2023
Q4 		– Sell
-399
Closed -$61.4K – 311
2023
Q3 		$61.4K Buy
+399
New +$63.6K 0.06% 100

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
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

Authentikos Wealth Advisory's IWY Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 523 shares — an estimated $115K sold.

Authentikos Wealth Advisory first reported a position in IWY in Q3 2023 and held it in 2 quarters. The position peaked at $115K in Q3 2024. 590 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 523 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $115K.
  • Authentikos Wealth Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's iShares Russell Top 200 Growth ETF position peaked at $115K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.