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Family Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Family Asset Management’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
Q3 		$153K Sell
696
-6
-0.9% -$1.28K 0.09% 109
2024
Q2 		$151K Buy
+702
New +$140K 0.1% 110

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Family Asset Management's IWY Position: Q3 2024 in Review

Family Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.85% in Q3 2024, selling an estimated $1.28K and leaving 696 shares worth $153K. The position accounts for 0.09% of the portfolio, ranked #109.

Family Asset Management first reported a position in IWY in Q2 2024 and has held it in 2 quarters since. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • Family Asset Management held 696 shares of iShares Russell Top 200 Growth ETF worth $153K as of Q3 2024.
  • Family Asset Management sold 6 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $1.28K.
  • iShares Russell Top 200 Growth ETF made up 0.09% of Family Asset Management's portfolio in Q3 2024, its #109 holding.
  • Family Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.