Tradition Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tradition Wealth 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 Q4	–	Sell	-1,008	Closed	-$155K	–	1323
2023 Q3	$155K	Hold	1,008	–	–	0.02%	339
2023 Q2	$160K	Buy	+1,008	New	+$147K	0.02%	345

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Tradition Wealth Management's IWY Position: Q4 2023 in Review

Tradition Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 1,008 shares — an estimated $155K sold.

Tradition Wealth Management first reported a position in IWY in Q2 2023 and held it in 2 quarters. The position peaked at $160K in Q2 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

Tradition Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,008 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $155K.
Tradition Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $160K in Q2 2023.
425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.