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

Regal 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
Q4 		– Sell
-1,183
Closed -$260K – 492
2024
Q3 		$260K Sell
1,183
-1,714
-59% -$365K 0.02% 474
2024
Q2 		$621K Sell
2,897
-60
-2% -$12K 0.04% 317
2024
Q1 		$577K Buy
2,957
+461
+18% +$86.2K 0.04% 332
2023
Q4 		$437K Sell
2,496
-70
-3% -$11.5K 0.03% 353
2023
Q3 		$395K Sell
2,566
-1,345
-34% -$215K 0.03% 336
2023
Q2 		$620K Buy
3,911
+699
+22% +$102K 0.05% 264
2023
Q1 		$446K Sell
3,212
-81
-2% -$10.5K 0.04% 302
2022
Q4 		$397K Buy
3,293
+401
+14% +$49.8K 0.04% 324
2022
Q3 		$346K Sell
2,892
-217
-7% -$29.1K 0.04% 333
2022
Q2 		$389K Sell
3,109
-7,456
-71% -$1.02M 0.04% 326
2022
Q1 		$1.68M Buy
10,565
+7,260
+220% +$1.13M 0.15% 137
2021
Q4 		$573K Buy
3,305
+660
+25% +$110K 0.05% 314
2021
Q3 		$404K Sell
2,645
-497
-16% -$78.4K 0.04% 362
2021
Q2 		$473K Buy
+3,142
New +$450K 0.05% 342
2021
Q1 		– Sell
-1,670
Closed -$222K – 235
2020
Q4 		$222K Buy
+1,670
New +$211K 0.03% 425

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
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

Regal Investment Advisors's IWY Position: Q4 2024 in Review

Regal Investment Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 1,183 shares — an estimated $260K sold.

Regal Investment Advisors first reported a position in IWY in Q4 2020 and held it in 15 quarters. The position peaked at $1.68M in Q1 2022. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Regal Investment Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,183 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $260K.
  • Regal Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 15 quarters.
  • Regal Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $1.68M in Q1 2022.
  • 587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.