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Iams Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Iams Wealth Management’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
Q3 		– Sell
-2,925
Closed -$627K – 153
2024
Q2 		$627K Buy
+2,925
New +$583K 0.34% 79
2024
Q1 		– Sell
-3,114
Closed -$546K – 122
2023
Q4 		$546K Buy
+3,114
New +$511K 0.35% 78

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Iams Wealth Management's IWY Position: Q3 2024 in Review

Iams Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2024, closing a stake of 2,925 shares — an estimated $627K sold.

Iams Wealth Management first reported a position in IWY in Q4 2023 and held it in 2 quarters. The position peaked at $627K in Q2 2024. 508 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • Iams Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Iams Wealth Management sold 2,925 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $627K.
  • Iams Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 2 quarters.
  • Iams Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $627K in Q2 2024.
  • 508 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Iams Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.