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

Cetera Advisors’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 		$11.3M Buy
57,913
+28,177
+95% +$5.27M 0.09% 216
2023
Q4 		$5.21M Buy
29,736
+9,962
+50% +$1.64M 0.07% 265
2023
Q3 		$3.04M Sell
19,774
-5,691
-22% -$908K 0.05% 355
2023
Q2 		$4.04M Sell
25,465
-14,955
-37% -$2.18M 0.06% 289
2023
Q1 		$5.62M Buy
40,420
+2,971
+8% +$386K 0.09% 224
2022
Q4 		$4.51M Buy
37,449
+7,019
+23% +$872K 0.08% 258
2022
Q3 		$3.64M Buy
30,430
+24,596
+422% +$3.3M 0.1% 222
2022
Q2 		$731K Buy
5,834
+718
+14% +$98.6K 0.02% 684
2022
Q1 		$813K Buy
5,116
+1,311
+34% +$204K 0.02% 684
2021
Q4 		$660K Buy
3,805
+248
+7% +$41.3K 0.01% 771
2021
Q3 		$543K Sell
3,557
-102
-3% -$16.1K 0.01% 854
2021
Q2 		$551K Sell
3,659
-113
-3% -$16.2K 0.01% 784
2021
Q1 		$507K Sell
3,772
-360
-9% -$48.2K 0.01% 732
2020
Q4 		$550K Sell
4,132
-72
-2% -$9.08K 0.02% 606
2020
Q3 		$510K Sell
4,204
-342
-8% -$40.3K 0.02% 554
2020
Q2 		$485K Buy
4,546
+1,265
+39% +$124K 0.02% 540
2020
Q1 		$276K Sell
3,281
-1,687
-34% -$161K 0.01% 619
2019
Q4 		$483K Sell
4,968
-180
-3% -$16.4K 0.02% 573
2019
Q3 		$450K Buy
5,148
+189
+4% +$16.5K 0.02% 581
2019
Q2 		$425K Sell
4,959
-26
-0.5% -$2.19K 0.02% 606
2019
Q1 		$410K Buy
4,985
+365
+8% +$28.5K 0.02% 552
2018
Q4 		$330K Sell
4,620
-30
-0.6% -$2.32K 0.02% 607
2018
Q3 		$399K Buy
4,650
+702
+18% +$58K 0.02% 639
2018
Q2 		$309K Buy
3,948
+1,195
+43% +$91.6K 0.02% 656
2018
Q1 		$203K Sell
2,753
-460
-14% -$35.1K 0.01% 723
2017
Q4 		$235K Buy
+3,213
New +$229K 0.01% 662
2016
Q1 		– Sell
-15,508
Closed -$831K – 744
2015
Q4 		$831K Buy
+15,508
New +$830K 0.07% 301

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Advisors's IWY Position: Q1 2024 in Review

Cetera Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 95% in Q1 2024, buying an estimated $5.27M and bringing the position to 57,913 shares worth $11.3M. The position accounts for 0.09% of the portfolio, ranked #216.

Cetera Advisors first reported a position in IWY in Q4 2015 and has held it in 27 quarters since. 456 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

  • Cetera Advisors held 57,913 shares of iShares Russell Top 200 Growth ETF worth $11.3M as of Q1 2024.
  • Cetera Advisors bought 28,177 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $5.27M.
  • iShares Russell Top 200 Growth ETF made up 0.09% of Cetera Advisors's portfolio in Q1 2024, its #216 holding.
  • Cetera Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • 456 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

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