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Fluent Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Fluent Financial’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
Q2 		– Sell
-3,691
Closed -$720K – 87
2024
Q1 		$720K Sell
3,691
-1
-0% -$187 0.4% 46
2023
Q4 		$647K Sell
3,692
-351
-9% -$57.6K 0.38% 42
2023
Q3 		$622K Sell
4,043
-612
-13% -$97.6K 0.33% 44
2023
Q2 		$738K Sell
4,655
-420
-8% -$61.3K 0.48% 41
2023
Q1 		$705K Sell
5,075
-221
-4% -$28.7K 0.48% 41
2022
Q4 		$638K Sell
5,296
-28,323
-84% -$3.52M 0.38% 47
2022
Q3 		$4.02M Buy
33,619
+5,053
+18% +$678K 2.2% 12
2022
Q2 		$3.58M Sell
28,566
-1,481
-5% -$203K 1.83% 16
2022
Q1 		$4.77M Buy
30,047
+5,236
+21% +$816K 1.96% 15
2021
Q4 		$4.3M Sell
24,811
-2,377
-9% -$396K 1.75% 19
2021
Q3 		$4.15M Sell
27,188
-903
-3% -$142K 1.77% 21
2021
Q2 		$4.23M Buy
28,091
+2,761
+11% +$395K 1.82% 21
2021
Q1 		$3.37M Hold
25,330
– – 1.77% 22
2020
Q4 		$3.37M Buy
+25,330
New +$3.19M 1.77% 22

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Fluent Financial's IWY Position: Q2 2024 in Review

Fluent Financial sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 3,691 shares — an estimated $720K sold.

Fluent Financial first reported a position in IWY in Q4 2020 and held it in 14 quarters. The position peaked at $4.77M in Q1 2022. 504 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Fluent Financial reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fluent Financial sold 3,691 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $720K.
  • Fluent Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 14 quarters.
  • Fluent Financial's iShares Russell Top 200 Growth ETF position peaked at $4.77M in Q1 2022.
  • 504 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Fluent Financial's 13F filing for Q2 2024, filed 5 Aug 2024.