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IWY icon

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

Nordwand 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
Q2 		– Sell
-554
Closed -$108K – 163
2024
Q1 		$108K Hold
554
– – 0.04% 55
2023
Q4 		$97.1K Hold
554
– – 0.03% 55
2023
Q3 		$85.2K Hold
554
– – 0.02% 53
2023
Q2 		$87.8K Hold
554
– – 0.02% 51
2023
Q1 		$77K Buy
+554
New +$71.9K 0.01% 56

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
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

Nordwand Advisors's IWY Position: Q2 2024 in Review

Nordwand Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 554 shares — an estimated $108K sold.

Nordwand Advisors first reported a position in IWY in Q1 2023 and held it in 5 quarters. The position peaked at $108K in Q1 2024. 505 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Nordwand Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Nordwand Advisors sold 554 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $108K.
  • Nordwand Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 5 quarters.
  • Nordwand Advisors's iShares Russell Top 200 Growth ETF position peaked at $108K in Q1 2024.
  • 505 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.