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Spectrum Wealth Counsel’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Spectrum Wealth Counsel’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
-181
Closed -$39.8K – 382
2024
Q3 		$39.8K Hold
181
– – ﹤0.01% 186
2024
Q2 		$38.8K Buy
+181
New +$36.1K ﹤0.01% 221

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

Spectrum Wealth Counsel's IWY Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 181 shares — an estimated $39.8K sold.

Spectrum Wealth Counsel first reported a position in IWY in Q2 2024 and held it in 2 quarters. The position peaked at $39.8K in Q3 2024. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Spectrum Wealth Counsel reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Spectrum Wealth Counsel sold 181 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $39.8K.
  • Spectrum Wealth Counsel first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 2 quarters.
  • Spectrum Wealth Counsel's iShares Russell Top 200 Growth ETF position peaked at $39.8K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.