Belvedere Trading
IWY icon

Belvedere Trading’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Belvedere Trading’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
-28
Closed -$6.16K – 951
2024
Q3 		$6.16K Sell
28
-416
-94% -$88.5K ﹤0.01% 656
2024
Q2 		$95.2K Buy
+444
New +$88.5K ﹤0.01% 444

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Belvedere Trading's IWY Position: Q4 2024 in Review

Belvedere Trading sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 28 shares — an estimated $6.16K sold.

Belvedere Trading first reported a position in IWY in Q2 2024 and held it in 2 quarters. The position peaked at $95.2K in Q2 2024. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Belvedere Trading reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Belvedere Trading sold 28 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $6.16K.
  • Belvedere Trading first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Belvedere Trading's iShares Russell Top 200 Growth ETF position peaked at $95.2K in Q2 2024.
  • 587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Belvedere Trading's 13F filing for Q4 2024, filed 31 Jan 2025.