Private Ocean’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Private Ocean’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	$29K	Hold	135	–	–	﹤0.01%	309
2024 Q1	$26.3K	Hold	135	–	–	﹤0.01%	295
2023 Q4	$23.7K	Hold	135	–	–	﹤0.01%	303
2023 Q3	$20.8K	Hold	135	–	–	﹤0.01%	305
2023 Q2	$21.4K	Hold	135	–	–	﹤0.01%	335
2023 Q1	$18.8K	Hold	135	–	–	﹤0.01%	322
2022 Q4	$16.3K	Hold	135	–	–	﹤0.01%	328
2022 Q3	$16K	Hold	135	–	–	﹤0.01%	324
2022 Q2	$16K	Hold	135	–	–	﹤0.01%	316
2022 Q1	$21K	Hold	135	–	–	﹤0.01%	333
2021 Q4	$23K	Hold	135	–	–	﹤0.01%	346
2021 Q3	$21K	Hold	135	–	–	﹤0.01%	347
2021 Q2	$20K	Hold	135	–	–	﹤0.01%	345
2021 Q1	$18K	Hold	135	–	–	﹤0.01%	372
2020 Q4	$18K	Hold	135	–	–	﹤0.01%	324
2020 Q3	$16K	Hold	135	–	–	﹤0.01%	331
2020 Q2	$14K	Hold	135	–	–	﹤0.01%	326
2020 Q1	$11K	Hold	135	–	–	﹤0.01%	375
2019 Q4	$14K	Hold	135	–	–	﹤0.01%	363
2019 Q3	$12K	Hold	135	–	–	﹤0.01%	380
2019 Q2	$11K	Buy	+135	New	+$11.4K	﹤0.01%	336

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 19.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Private Ocean's IWY Position: Q2 2024 in Review

Private Ocean held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2024 at 135 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Private Ocean first reported a position in IWY in Q2 2019 and has held it in 21 quarters since. 504 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

Private Ocean held 135 shares of iShares Russell Top 200 Growth ETF worth $29K as of Q2 2024.
Private Ocean left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2024.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #309 holding.
Private Ocean first reported a position in iShares Russell Top 200 Growth ETF in Q2 2019 and has held it in 21 quarters since.
504 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.