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
2026 Q1	–	Sell	-600	Closed	-$166K	–	870
2025 Q4	$166K	Sell	600 -2,400	-80%	-$665K	﹤0.01%	502
2025 Q3	$821K	Buy	3,000 +100	+3%	+$25.9K	﹤0.01%	196
2025 Q2	$715K	Buy	+2,900	New	+$646K	﹤0.01%	177
2024 Q4	–	Sell	-1,900	Closed	-$418K	–	950
2024 Q3	$418K	Buy	1,900 +600	+46%	+$128K	﹤0.01%	212
2024 Q2	$279K	Sell	1,300 -200	-13%	-$39.9K	﹤0.01%	290
2024 Q1	$293K	Buy	1,500 +200	+15%	+$37.4K	﹤0.01%	245
2023 Q4	$228K	Sell	1,300 -500	-28%	-$82.1K	﹤0.01%	313
2023 Q3	$277K	Sell	1,800 -2,100	-54%	-$335K	﹤0.01%	174
2023 Q2	$618K	Buy	3,900 +2,500	+179%	+$365K	﹤0.01%	111
2023 Q1	$195K	Buy	+1,400	New	+$182K	﹤0.01%	334

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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.