Cary Street Partners Investment Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cary Street Partners Investment 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	-4,387	Closed	-$965K	–	639
2024 Q3	$965K	Buy	4,387 +1,052	+32%	+$224K	0.04%	374
2024 Q2	$715K	Buy	3,335 +1,118	+50%	+$223K	0.03%	389
2024 Q1	$433K	Sell	2,217 -75	-3%	-$14K	0.02%	484
2023 Q4	$402K	Buy	2,292 +20	+0.9%	+$3.28K	0.02%	466
2023 Q3	$350K	Buy	2,272 +125	+6%	+$19.9K	0.02%	447
2023 Q2	$340K	Buy	2,147 +270	+14%	+$39.4K	0.02%	413
2023 Q1	$261K	Hold	1,877	–	–	0.02%	425
2022 Q4	$226K	Buy	1,877 +69	+4%	+$8.58K	0.02%	445
2022 Q3	$216K	Buy	+1,808	New	+$243K	0.02%	432
2020 Q4	–	Sell	-375	Closed	-$46K	–	620
2020 Q3	$46K	Buy	+375	New	+$44.2K	0.01%	504
2020 Q1	–	Sell	-24,371	Closed	-$1.16M	–	101
2019 Q4	$1.16M	Buy	+24,371	New	+$2.23M	1.27%	20

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 $432B AUM 30.22% 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 $1.37T AUM 24.88% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Cary Street Partners Investment Advisory's IWY Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 4,387 shares — an estimated $965K sold.

Cary Street Partners Investment Advisory first reported a position in IWY in Q4 2019 and held it in 11 quarters. The position peaked at $1.16M in Q4 2019. 588 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 4,387 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $965K.
Cary Street Partners Investment Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 11 quarters.
Cary Street Partners Investment Advisory's iShares Russell Top 200 Growth ETF position peaked at $1.16M in Q4 2019.
588 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.