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Kozak & Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kozak & Associates’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
-33
Closed -$6.59K – 397
2024
Q1 		$6.59K Buy
+33
New +$6.17K ﹤0.01% 260

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Kozak & Associates's IWY Position: Q2 2024 in Review

Kozak & Associates sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 33 shares — an estimated $6.59K sold.

Kozak & Associates first reported a position in IWY in Q1 2024 and held it in 1 quarter. The position peaked at $6.59K in Q1 2024. 503 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Kozak & Associates reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Kozak & Associates sold 33 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $6.59K.
  • Kozak & Associates first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Kozak & Associates's iShares Russell Top 200 Growth ETF position peaked at $6.59K in Q1 2024.
  • 503 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Kozak & Associates's 13F filing for Q2 2024, filed 5 Jul 2024.