Benjamin F. Edwards & Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$119K	Hold	554	–	–	﹤0.01%	1061
2024 Q1	$108K	Sell	554 -76	-12%	-$14.2K	﹤0.01%	1074
2023 Q4	$110K	Sell	630 -129	-17%	-$21.2K	﹤0.01%	1045
2023 Q3	$117K	Sell	759 -2,702	-78%	-$431K	﹤0.01%	861
2023 Q2	$549K	Sell	3,461 -999	-22%	-$146K	0.02%	481
2023 Q1	$620K	Buy	4,460 +903	+25%	+$117K	0.03%	441
2022 Q4	$429K	Buy	3,557 +1,900	+115%	+$236K	0.02%	504
2022 Q3	$198K	Buy	1,657 +1,130	+214%	+$152K	0.01%	679
2022 Q2	$66K	Buy	+527	New	+$72.3K	﹤0.01%	975

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Benjamin F. Edwards & Company's IWY Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2024 at 554 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Benjamin F. Edwards & Company first reported a position in IWY in Q2 2022 and has held it in 9 quarters since. The position peaked at $620K in Q1 2023. 504 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

Benjamin F. Edwards & Company held 554 shares of iShares Russell Top 200 Growth ETF worth $119K as of Q2 2024.
Benjamin F. Edwards & Company left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2024.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1061 holding.
Benjamin F. Edwards & Company first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 9 quarters since.
Benjamin F. Edwards & Company's iShares Russell Top 200 Growth ETF position peaked at $620K in Q1 2023.
504 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.