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GoalVest Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-17
Closed -$2.62K – 433
2023
Q3 		$2.62K Buy
+17
New +$2.71K ﹤0.01% 402

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 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

GoalVest Advisory's IWY Position: Q4 2023 in Review

GoalVest Advisory sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 17 shares — an estimated $2.62K sold.

GoalVest Advisory first reported a position in IWY in Q3 2023 and held it in 1 quarter. The position peaked at $2.62K in Q3 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • GoalVest Advisory reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 17 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $2.62K.
  • GoalVest Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 1 quarter.
  • GoalVest Advisory's iShares Russell Top 200 Growth ETF position peaked at $2.62K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.