Mine & Arao Wealth Creation & Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-195	Closed	-$38K	–	226
2024 Q1	$38K	Hold	195	–	–	0.02%	157
2023 Q4	$34.2K	Hold	195	–	–	0.02%	158
2023 Q3	$30K	Hold	195	–	–	0.02%	162
2023 Q2	$30.9K	Sell	195 -5	-3%	-$729	0.02%	165
2023 Q1	$27.8K	Hold	200	–	–	0.02%	175
2022 Q4	$24.1K	Hold	200	–	–	0.02%	172
2022 Q3	$24K	Hold	200	–	–	0.02%	170
2022 Q2	$25K	Hold	200	–	–	0.02%	178
2022 Q1	$32K	Hold	200	–	–	0.02%	174
2021 Q4	$35K	Hold	200	–	–	0.02%	174
2021 Q3	$31K	Hold	200	–	–	0.02%	177
2021 Q2	$30K	Hold	200	–	–	0.02%	172
2021 Q1	$27K	Buy	200 +92	+85%	+$12.3K	0.02%	171
2020 Q4	$14K	Hold	108	–	–	0.01%	195
2020 Q3	$13K	Buy	+108	New	+$12.7K	0.01%	186

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

Mine & Arao Wealth Creation & Management's IWY Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 195 shares — an estimated $38K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWY in Q3 2020 and held it in 15 quarters. The position peaked at $38K in Q1 2024. 505 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 195 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $38K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 15 quarters.
Mine & Arao Wealth Creation & Management's iShares Russell Top 200 Growth ETF position peaked at $38K in Q1 2024.
505 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.