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Pin Oak Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Pin Oak Investment 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
Q1 		– Sell
-34
Closed -$6K – 466
2023
Q4 		$6K Hold
34
– – 0.01% 371
2023
Q3 		$5K Hold
34
– – 0.01% 380
2023
Q2 		$5K Buy
+34
New +$4.96K 0.01% 381

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 $18.1B AUM 15% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pin Oak Investment Advisors's IWY Position: Q1 2024 in Review

Pin Oak Investment Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2024, closing a stake of 34 shares — an estimated $6K sold.

Pin Oak Investment Advisors first reported a position in IWY in Q2 2023 and held it in 3 quarters. The position peaked at $6K in Q4 2023. 455 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

  • Pin Oak Investment Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 34 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $6K.
  • Pin Oak Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 3 quarters.
  • Pin Oak Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $6K in Q4 2023.
  • 455 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.