Peterson Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Peterson Financial Group’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 Q3	$2.37M	Sell	10,765 -1,134	-10%	-$241K	9.12%	1
2024 Q2	$2.55M	Sell	11,899 -464	-4%	-$92.5K	15.56%	1
2024 Q1	$2.41M	Sell	12,363 -926	-7%	-$173K	15.74%	1
2023 Q4	$2.33M	Buy	13,289 +903	+7%	+$148K	15.28%	1
2023 Q3	$1.91M	Buy	12,386 +112	+0.9%	+$17.9K	18.95%	1
2023 Q2	$1.95M	Buy	12,274 +397	+3%	+$57.9K	17.85%	1
2023 Q1	$1.65M	Sell	11,877 -2,276	-16%	-$295K	16.61%	1
2022 Q4	$1.71M	Sell	14,153 -937	-6%	-$116K	2.26%	7
2022 Q3	$1.8M	Sell	15,090 -482	-3%	-$64.7K	1.75%	17
2022 Q2	$1.95M	Sell	15,572 -752	-5%	-$103K	1.84%	13
2022 Q1	$2.59M	Sell	16,324 -166	-1%	-$25.9K	2.15%	10
2021 Q4	$2.86M	Buy	+16,490	New	+$2.75M	2.33%	7

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

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

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Peterson Financial Group's IWY Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 9.5% in Q3 2024, selling an estimated $241K and leaving 10,765 shares worth $2.37M. The position accounts for 9.12% of the portfolio, ranked #1.

Peterson Financial Group first reported a position in IWY in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.86M in Q4 2021. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

Peterson Financial Group held 10,765 shares of iShares Russell Top 200 Growth ETF worth $2.37M as of Q3 2024.
Peterson Financial Group sold 1,134 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $241K.
iShares Russell Top 200 Growth ETF made up 9.12% of Peterson Financial Group's portfolio in Q3 2024, its #1 holding.
Peterson Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's iShares Russell Top 200 Growth ETF position peaked at $2.86M in Q4 2021.
506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.