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

Realta 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 Q3	–	Sell	-600	Closed	-$129K	–	556
2024 Q2	$129K	Hold	600	–	–	0.03%	445
2024 Q1	$117K	Buy	+600	New	+$112K	0.02%	463
2023 Q4	–	Sell	-1,248	Closed	-$198K	–	618
2023 Q3	$198K	Hold	1,248	–	–	0.05%	385
2023 Q2	$198K	Buy	+1,248	New	+$182K	0.04%	397
2023 Q1	–	Sell	-732	Closed	-$88.2K	–	632
2022 Q4	$88.2K	Buy	732 +1	+0.1%	+$124	0.02%	498
2022 Q3	$87K	Buy	+731	New	+$98.1K	0.02%	468
2019 Q3	–	Sell	-10	Closed	-$1K	–	1703
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	1633
2019 Q1	$1K	Buy	+10	New	+$781	﹤0.01%	1286

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 $18.1B AUM 15% 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 $71.6B AUM 21.08% 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 $74.2B AUM 21.09% 1-Year Est. Return

AWM

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

Realta Investment Advisors's IWY Position: Q3 2024 in Review

Realta Investment Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2024, closing a stake of 600 shares — an estimated $129K sold.

Realta Investment Advisors first reported a position in IWY in Q1 2019 and held it in 8 quarters. The position peaked at $198K in Q3 2023. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

Realta Investment Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 600 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $129K.
Realta Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $198K in Q3 2023.
506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.