Leeward Financial Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Leeward Financial Partners’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	-1,504	Closed	-$293K	–	91
2024 Q1	$293K	Hold	1,504	–	–	0.12%	73
2023 Q4	$264K	Hold	1,504	–	–	0.13%	75
2023 Q3	$231K	Hold	1,504	–	–	0.13%	73
2023 Q2	$238K	Hold	1,504	–	–	0.14%	76
2023 Q1	$209K	Buy	+1,504	New	+$195K	0.13%	71

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 19.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

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

Leeward Financial Partners's IWY Position: Q2 2024 in Review

Leeward Financial Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 1,504 shares — an estimated $293K sold.

Leeward Financial Partners first reported a position in IWY in Q1 2023 and held it in 5 quarters. The position peaked at $293K in Q1 2024. 505 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

Leeward Financial Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
Leeward Financial Partners sold 1,504 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $293K.
Leeward Financial Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 5 quarters.
Leeward Financial Partners's iShares Russell Top 200 Growth ETF position peaked at $293K in Q1 2024.
505 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Leeward Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.