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TD Ameritrade Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-15
Closed -$2K – 257
2023
Q2 		$2K Sell
15
-17
-53% -$2.48K ﹤0.01% 458
2023
Q1 		$4K Sell
32
-37
-54% -$4.8K ﹤0.01% 436
2022
Q4 		$8K Sell
69
-9
-12% -$1.12K ﹤0.01% 406
2022
Q3 		$9K Sell
78
-88
-53% -$11.8K ﹤0.01% 394
2022
Q2 		$21K Sell
166
-15
-8% -$2.06K ﹤0.01% 377
2022
Q1 		$29K Sell
181
-515
-74% -$80.3K ﹤0.01% 395
2021
Q4 		$120K Buy
696
+31
+5% +$5.16K ﹤0.01% 280
2021
Q3 		$81K Sell
665
-218
-25% -$34.4K ﹤0.01% 281
2021
Q2 		$133K Buy
883
+230
+35% +$32.9K ﹤0.01% 262
2021
Q1 		$86K Hold
653
– – ﹤0.01% 283
2020
Q4 		$86K Sell
653
-12
-2% -$1.51K ﹤0.01% 283
2020
Q3 		$81K Sell
665
-83
-11% -$9.78K ﹤0.01% 281
2020
Q2 		$80K Buy
748
+17
+2% +$1.67K ﹤0.01% 262
2020
Q1 		$62K Buy
731
+707
+2,946% +$67.3K ﹤0.01% 271
2019
Q4 		$2K Hold
24
– – ﹤0.01% 576
2019
Q3 		$2K Buy
+24
New +$2.09K ﹤0.01% 595
2017
Q1 		– Sell
-722
Closed -$41K – 101
2016
Q4 		$41K Hold
722
– – ﹤0.01% 73
2016
Q3 		$40K Hold
722
– – ﹤0.01% 71
2016
Q2 		$39K Sell
722
-160
-18% -$8.59K ﹤0.01% 69
2016
Q1 		$47K Buy
882
+89
+11% +$4.55K ﹤0.01% 69
2015
Q4 		$42K Hold
793
– – ﹤0.01% 70
2015
Q3 		$39K Buy
793
+320
+68% +$16.7K ﹤0.01% 68
2015
Q2 		$25K Buy
+473
New +$25K ﹤0.01% 71

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 $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TD Ameritrade Investment Management's IWY Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 15 shares — an estimated $2K sold.

TD Ameritrade Investment Management first reported a position in IWY in Q2 2015 and held it in 23 quarters. The position peaked at $133K in Q2 2021. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 15 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $2K.
  • TD Ameritrade Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2015 and held it in 23 quarters.
  • TD Ameritrade Investment Management's iShares Russell Top 200 Growth ETF position peaked at $133K in Q2 2021.
  • 380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.