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Householder Group Estate & Retirement Specialist’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Householder Group Estate & Retirement Specialist’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
-123
Closed -$27K – 880
2024
Q3 		$27K Hold
123
– – 0.01% 613
2024
Q2 		$26K Buy
123
+95
+339% +$18.9K 0.01% 616
2024
Q1 		$5.46K Hold
28
– – ﹤0.01% 919
2023
Q4 		$4K Hold
28
– – ﹤0.01% 914
2023
Q3 		$4.31K Buy
+28
New +$4.47K ﹤0.01% 966

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 $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Householder Group Estate & Retirement Specialist's IWY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 123 shares — an estimated $27K sold.

Householder Group Estate & Retirement Specialist first reported a position in IWY in Q3 2023 and held it in 5 quarters. The position peaked at $27K in Q3 2024. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 123 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $27K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Russell Top 200 Growth ETF position peaked at $27K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.