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IWY icon

TNF’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TNF’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
Q3 		$1.35M Hold
6,037
– – 0.49% 27
2024
Q2 		$1.25M Hold
6,037
– – 0.46% 29
2024
Q1 		$1.13M Sell
6,037
-20
-0.3% -$3.74K 0.45% 28
2023
Q4 		$1.12M Hold
6,057
– – 0.44% 33
2023
Q3 		$943K Hold
6,057
– – 0.44% 29
2023
Q2 		$960K Hold
6,057
– – 0.42% 24
2023
Q1 		$855K Hold
6,057
– – 0.38% 28
2022
Q4 		$806K Sell
6,057
-410
-6% -$51K 0.37% 34
2022
Q3 		$772K Hold
6,467
– – 0.39% 33
2022
Q2 		$863K Hold
6,467
– – 0.41% 35
2022
Q1 		$931K Sell
6,467
-177
-3% -$27.6K 0.42% 33
2021
Q4 		$1.1M Hold
6,644
– – 0.46% 37
2021
Q3 		$1.11M Buy
+6,644
New +$1.05M 0.48% 36

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

TNF's IWY Position: Q3 2024 in Review

TNF held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2024 at 6,037 shares worth $1.35M. The position accounts for 0.49% of the portfolio, ranked #27.

TNF first reported a position in IWY in Q3 2021 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • TNF held 6,037 shares of iShares Russell Top 200 Growth ETF worth $1.35M as of Q3 2024.
  • TNF left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2024.
  • iShares Russell Top 200 Growth ETF made up 0.49% of TNF's portfolio in Q3 2024, its #27 holding.
  • TNF first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and has held it in 13 quarters since.
  • 506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on TNF's 13F filing for Q3 2024, filed 25 Oct 2024.