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Disciplined Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-4
Closed -$634 – 825
2023
Q2 		$634 Buy
+4
New +$583 ﹤0.01% 1144

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 $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Disciplined Investments's IWY Position: Q3 2023 in Review

Disciplined Investments sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 4 shares — an estimated $634 sold.

Disciplined Investments first reported a position in IWY in Q2 2023 and held it in 1 quarter. The position peaked at $634 in Q2 2023. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

  • Disciplined Investments reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 4 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $634.
  • Disciplined Investments first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Disciplined Investments's iShares Russell Top 200 Growth ETF position peaked at $634 in Q2 2023.
  • 380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.