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Gilliland Jeter Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-88
Closed -$19.4K – 410
2024
Q3 		$19.4K Hold
88
– – 0.01% 395
2024
Q2 		$18.9K Hold
88
– – 0.01% 388
2024
Q1 		$17.2K Buy
+88
New +$16.4K 0.01% 388

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Gilliland Jeter Wealth Management's IWY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 88 shares — an estimated $19.4K sold.

Gilliland Jeter Wealth Management first reported a position in IWY in Q1 2024 and held it in 3 quarters. The position peaked at $19.4K in Q3 2024. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 88 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $19.4K.
  • Gilliland Jeter Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $19.4K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.