Latitude Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Latitude Advisors’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 Q1	–	Sell	-6,029	Closed	-$1.06M	–	187
2023 Q4	$1.06M	Buy	6,029 +203	+3%	+$33.3K	0.74%	28
2023 Q3	$896K	Sell	5,826 -469	-7%	-$74.8K	0.64%	30
2023 Q2	$998K	Sell	6,295 -123	-2%	-$17.9K	0.69%	26
2023 Q1	$892K	Buy	6,418 +807	+14%	+$105K	0.64%	32
2022 Q4	$676K	Buy	5,611 +13	+0.2%	+$1.62K	0.51%	36
2022 Q3	$669K	Buy	5,598 +15	+0.3%	+$2.01K	0.55%	34
2022 Q2	$699K	Sell	5,583 -7,609	-58%	-$1.04M	0.64%	32
2022 Q1	$2.1M	Buy	13,192 +7,061	+115%	+$1.1M	0.47%	36
2021 Q4	$1.06M	Buy	+6,131	New	+$1.02M	0.3%	64

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Latitude Advisors's IWY Position: Q1 2024 in Review

Latitude Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2024, closing a stake of 6,029 shares — an estimated $1.06M sold.

Latitude Advisors first reported a position in IWY in Q4 2021 and held it in 9 quarters. The position peaked at $2.1M in Q1 2022. 455 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

Latitude Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2024 after selling out during the quarter.
Latitude Advisors sold 6,029 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $1.06M.
Latitude Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and held it in 9 quarters.
Latitude Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.1M in Q1 2022.
455 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Latitude Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.