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

Goldstone Financial Group’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
Q1 		– Sell
-3,619
Closed -$634K – 171
2023
Q4 		$634K Buy
+3,619
New +$594K 0.16% 91

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

Goldstone Financial Group's IWY Position: Q1 2024 in Review

Goldstone Financial Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2024, closing a stake of 3,619 shares — an estimated $634K sold.

Goldstone Financial Group first reported a position in IWY in Q4 2023 and held it in 1 quarter. The position peaked at $634K in Q4 2023. 456 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

  • Goldstone Financial Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 3,619 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $634K.
  • Goldstone Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 1 quarter.
  • Goldstone Financial Group's iShares Russell Top 200 Growth ETF position peaked at $634K in Q4 2023.
  • 456 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.