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Team Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Team Financial Group’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
Q1 		– Sell
-3
Closed -$535 – 121
2023
Q4 		$535 Hold
3
– – ﹤0.01% 200
2023
Q3 		$469 Buy
+3
New +$479 ﹤0.01% 191

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Team Financial Group's IWY Position: Q1 2024 in Review

Team Financial Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2024, closing a stake of 3 shares — an estimated $535 sold.

Team Financial Group first reported a position in IWY in Q3 2023 and held it in 2 quarters. The position peaked at $535 in Q4 2023. 457 funds tracked by Wall St. Rank hold IWY as of Q1 2024.

  • Team Financial Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 3 iShares Russell Top 200 Growth ETF shares in Q1 2024, an estimated $535.
  • Team Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 2 quarters.
  • Team Financial Group's iShares Russell Top 200 Growth ETF position peaked at $535 in Q4 2023.
  • 457 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.