JWM
IWY icon

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
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return