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Cetera Advisor Networks’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Cetera Advisor Networks’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
Q1 		$20.2M Buy
103,283
+16,549
+19% +$3.09M 0.1% 226
2023
Q4 		$15.2M Buy
86,734
+22,877
+36% +$3.75M 0.08% 243
2023
Q3 		$9.82M Sell
63,857
-13,549
-18% -$2.16M 0.06% 314
2023
Q2 		$12.3M Buy
77,406
+10,562
+16% +$1.54M 0.09% 253
2023
Q1 		$9.29M Buy
66,844
+34,945
+110% +$4.54M 0.07% 300
2022
Q4 		$3.84M Sell
31,899
-2,573
-7% -$320K 0.03% 551
2022
Q3 		$4.12M Buy
34,472
+2,733
+9% +$367K 0.05% 375
2022
Q2 		$3.98M Sell
31,739
-45,956
-59% -$6.31M 0.05% 374
2022
Q1 		$12.3M Sell
77,695
-2,625
-3% -$409K 0.15% 147
2021
Q4 		$13.9M Buy
80,320
+10,051
+14% +$1.67M 0.17% 124
2021
Q3 		$10.7M Buy
70,269
+24,504
+54% +$3.87M 0.15% 151
2021
Q2 		$6.89M Buy
45,765
+42,800
+1,444% +$6.13M 0.1% 223
2021
Q1 		$399K Buy
2,965
+966
+48% +$129K 0.01% 982
2020
Q4 		$266K Sell
1,999
-628
-24% -$79.2K 0.01% 1110
2020
Q3 		$319K Sell
2,627
-1,546
-37% -$182K 0.01% 903
2020
Q2 		$445K Sell
4,173
-1,225
-23% -$120K 0.01% 746
2020
Q1 		$455K Sell
5,398
-1,328
-20% -$126K 0.02% 640
2019
Q4 		$651K Sell
6,726
-188
-3% -$17.2K 0.02% 636
2019
Q3 		$604K Sell
6,914
-279
-4% -$24.3K 0.02% 629
2019
Q2 		$616K Sell
7,193
-3,165
-31% -$266K 0.02% 612
2019
Q1 		$850K Sell
10,358
-677
-6% -$52.9K 0.03% 482
2018
Q4 		$791K Sell
11,035
-398
-3% -$30.8K 0.03% 440
2018
Q3 		$976K Sell
11,433
-194
-2% -$16K 0.03% 406
2018
Q2 		$912K Sell
11,627
-310
-3% -$23.8K 0.05% 314
2018
Q1 		$879K Sell
11,937
-245
-2% -$18.7K 0.04% 359
2017
Q4 		$889K Buy
12,182
+668
+6% +$47.6K 0.04% 396
2017
Q3 		$785K Sell
11,514
-706
-6% -$47K 0.04% 401
2017
Q2 		$787K Buy
12,220
+1,485
+14% +$94.4K 0.04% 383
2017
Q1 		$661K Buy
10,735
+988
+10% +$59K 0.03% 420
2016
Q4 		$551K Sell
9,747
-6,861
-41% -$382K 0.03% 446
2016
Q3 		$928K Buy
+16,608
New +$926K 0.04% 400

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Advisor Networks's IWY Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Russell Top 200 Growth ETF (IWY) stake by 19% in Q1 2024, buying an estimated $3.09M and bringing the position to 103,283 shares worth $20.2M. The position accounts for 0.1% of the portfolio, ranked #226.

Cetera Advisor Networks first reported a position in IWY in Q3 2016 and has held it in 31 quarters since. 455 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

  • Cetera Advisor Networks held 103,283 shares of iShares Russell Top 200 Growth ETF worth $20.2M as of Q1 2024.
  • Cetera Advisor Networks bought 16,549 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $3.09M.
  • iShares Russell Top 200 Growth ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #226 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell Top 200 Growth ETF in Q3 2016 and has held it in 31 quarters since.
  • 455 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.