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

ICA Group 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
Q2 		– Sell
-200
Closed -$39K – 1044
2024
Q1 		$39K Hold
200
– – 0.01% 612
2023
Q4 		$35K Buy
+200
New +$32.8K 0.01% 593
2023
Q3 		– Sell
-100
Closed -$15.9K – 711
2023
Q2 		$15.9K Hold
100
– – ﹤0.01% 748
2023
Q1 		$13.9K Hold
100
– – ﹤0.01% 743
2022
Q4 		$12.1K Buy
+100
New +$12.4K ﹤0.01% 790

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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

ICA Group Wealth Management's IWY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 200 shares — an estimated $39K sold.

ICA Group Wealth Management first reported a position in IWY in Q4 2022 and held it in 5 quarters. The position peaked at $39K in Q1 2024. 504 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 200 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $39K.
  • ICA Group Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $39K in Q1 2024.
  • 504 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.