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Peninsula Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Peninsula Wealth’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
Q4 		$1.8M Sell
7,650
-321
-4% -$73.7K 0.31% 34
2024
Q3 		$1.77M Buy
+7,971
New +$1.7M 0.31% 33

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 $20.9B AUM 19.34% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
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

Peninsula Wealth's IWY Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 4% in Q4 2024, selling an estimated $73.7K and leaving 7,650 shares worth $1.8M. The position accounts for 0.31% of the portfolio, ranked #34.

Peninsula Wealth first reported a position in IWY in Q3 2024 and has held it in 2 quarters since. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Peninsula Wealth held 7,650 shares of iShares Russell Top 200 Growth ETF worth $1.8M as of Q4 2024.
  • Peninsula Wealth sold 321 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $73.7K.
  • iShares Russell Top 200 Growth ETF made up 0.31% of Peninsula Wealth's portfolio in Q4 2024, its #34 holding.
  • Peninsula Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.