Gratus Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gratus Capital’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	$511K	Hold	2,384	–	–	0.02%	249
2024 Q1	$465K	Hold	2,384	–	–	0.02%	235
2023 Q4	$418K	Hold	2,384	–	–	0.02%	201
2023 Q3	$367K	Hold	2,384	–	–	0.02%	195
2023 Q2	$378K	Hold	2,384	–	–	0.03%	193
2023 Q1	$331K	Hold	2,384	–	–	0.03%	181
2022 Q4	$287K	Hold	2,384	–	–	0.02%	193
2022 Q3	$285K	Hold	2,384	–	–	0.03%	174
2022 Q2	$299K	Sell	2,384 -50	-2%	-$6.86K	0.03%	160
2022 Q1	$387K	Buy	2,434 +50	+2%	+$7.79K	0.04%	160
2021 Q4	$413K	Hold	2,384	–	–	0.04%	152
2021 Q3	$364K	Hold	2,384	–	–	0.04%	152
2021 Q2	$359K	Hold	2,384	–	–	0.04%	153
2021 Q1	$321K	Hold	2,384	–	–	0.04%	153
2020 Q4	$317K	Hold	2,384	–	–	0.04%	145
2020 Q3	$289K	Buy	+2,384	New	+$281K	0.05%	144

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Gratus Capital's IWY Position: Q2 2024 in Review

Gratus Capital held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2024 at 2,384 shares worth $511K. The position accounts for 0.02% of the portfolio, ranked #249.

Gratus Capital first reported a position in IWY in Q3 2020 and has held it in 16 quarters since. 503 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

Gratus Capital held 2,384 shares of iShares Russell Top 200 Growth ETF worth $511K as of Q2 2024.
Gratus Capital left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2024.
iShares Russell Top 200 Growth ETF made up 0.02% of Gratus Capital's portfolio in Q2 2024, its #249 holding.
Gratus Capital first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 16 quarters since.
503 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.