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

VitalStone Financial’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	$41.6K	Buy	189 +83	+78%	+$17.7K	0.03%	185
2024 Q2	$22.7K	Buy	106 +97	+1,078%	+$19.3K	0.02%	211
2024 Q1	$2K	Hold	9	–	–	﹤0.01%	401
2023 Q4	$2K	Hold	9	–	–	﹤0.01%	415
2023 Q3	$1K	Buy	9 +4	+80%	+$638	﹤0.01%	422
2023 Q2	$0	Sell	5 -5,609	-100%	-$818K	﹤0.01%	969
2023 Q1	$973K	Buy	5,614 +5,471	+3,826%	+$710K	0.8%	32
2022 Q4	$17K	Buy	+143	New	+$17.8K	0.01%	289

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

VitalStone Financial's IWY Position: Q3 2024 in Review

VitalStone Financial increased its iShares Russell Top 200 Growth ETF (IWY) stake by 78% in Q3 2024, buying an estimated $17.7K and bringing the position to 189 shares worth $41.6K. The position accounts for 0.03% of the portfolio, ranked #185.

VitalStone Financial first reported a position in IWY in Q4 2022 and has held it in 8 quarters since. The position peaked at $973K in Q1 2023. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

VitalStone Financial held 189 shares of iShares Russell Top 200 Growth ETF worth $41.6K as of Q3 2024.
VitalStone Financial bought 83 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $17.7K.
iShares Russell Top 200 Growth ETF made up 0.03% of VitalStone Financial's portfolio in Q3 2024, its #185 holding.
VitalStone Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's iShares Russell Top 200 Growth ETF position peaked at $973K in Q1 2023.
506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.