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

Jackson 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
2025 Q1	–	Sell	-36,331	Closed	-$8.55M	–	168
2024 Q4	$8.55M	Sell	36,331 -1,211	-3%	-$278K	0.97%	25
2024 Q3	$8.26M	Buy	37,542 +15,424	+70%	+$3.28M	0.99%	26
2024 Q2	$4.75M	Sell	22,118 -16,782	-43%	-$3.34M	1.02%	21
2024 Q1	$7.59M	Sell	38,900 -284	-0.7%	-$53.1K	0.95%	22
2023 Q4	$6.87M	Sell	39,184 -1,533	-4%	-$252K	0.9%	23
2023 Q3	$6.26M	Buy	40,717 +760	+2%	+$121K	0.9%	20
2023 Q2	$6.34M	Buy	39,957 +25,079	+169%	+$3.66M	0.93%	23
2023 Q1	$2.07M	Buy	+14,878	New	+$1.93M	1.55%	20

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Jackson Wealth Management's IWY Position: Q1 2025 in Review

Jackson Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2025, closing a stake of 36,331 shares — an estimated $8.55M sold.

Jackson Wealth Management first reported a position in IWY in Q1 2023 and held it in 8 quarters. The position peaked at $8.55M in Q4 2024. 557 funds tracked by Wall St. Rank hold IWY as of Q1 2025.

Jackson Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2025 after selling out during the quarter.
Jackson Wealth Management sold 36,331 iShares Russell Top 200 Growth ETF shares in Q1 2025, an estimated $8.55M.
Jackson Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 8 quarters.
Jackson Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $8.55M in Q4 2024.
557 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2025.

Based on Jackson Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.