Guardian Wealth Advisors (North Carolina)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-404	Closed	-$70.8K	–	469
2023 Q4	$70.8K	Hold	404	–	–	0.01%	280
2023 Q3	$62.3K	Hold	404	–	–	0.01%	279
2023 Q2	$64.1K	Sell	404 -306	-43%	-$44.6K	0.01%	265
2023 Q1	$98.6K	Sell	710 -205	-22%	-$26.6K	0.02%	237
2022 Q4	$110K	Hold	915	–	–	0.02%	220
2022 Q3	$109K	Buy	915 +379	+71%	+$50.9K	0.02%	209
2022 Q2	$67K	Buy	+536	New	+$73.6K	0.01%	220

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CCMG

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

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

Guardian Wealth Advisors (North Carolina)'s IWY Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2024, closing a stake of 404 shares — an estimated $70.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in IWY in Q2 2022 and held it in 7 quarters. The position peaked at $110K in Q4 2022. 455 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 404 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $70.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and held it in 7 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Russell Top 200 Growth ETF position peaked at $110K in Q4 2022.
455 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.