Tallon Kerry Patrick’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tallon Kerry Patrick’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	$1.88M	Buy	+8,032	New	+$1.84M	1.81%	16

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Tallon Kerry Patrick's IWY Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q4 2024: 8,032 shares worth $1.88M. The stake represents 1.81% of the portfolio and ranks #16 among its holdings.

589 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

Tallon Kerry Patrick held 8,032 shares of iShares Russell Top 200 Growth ETF worth $1.88M as of Q4 2024.
iShares Russell Top 200 Growth ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares Russell Top 200 Growth ETF made up 1.81% of Tallon Kerry Patrick's portfolio in Q4 2024, its #16 holding.
589 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.