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

WealthShield Partners’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	-10,489	Closed	-$1.62M	–	493
2023 Q3	$1.62M	Buy	10,489 +1,657	+19%	+$264K	0.24%	112
2023 Q2	$1.4M	Buy	8,832 +125	+1%	+$18.2K	0.21%	116
2023 Q1	$1.21M	Buy	8,707 +5,169	+146%	+$671K	0.2%	128
2022 Q4	$426K	Buy	+3,538	New	+$440K	0.08%	212
2021 Q2	–	Sell	-270	Closed	-$36K	–	954
2021 Q1	$36K	Buy	+270	New	+$36.2K	0.01%	521
2020 Q4	–	Sell	-270	Closed	-$33K	–	351
2020 Q3	$33K	Hold	270	–	–	0.01%	318
2020 Q2	$29K	Hold	270	–	–	0.01%	273
2020 Q1	$23K	Hold	270	–	–	0.01%	210
2019 Q4	$26K	Hold	270	–	–	0.01%	227
2019 Q3	$24K	Buy	+270	New	+$23.5K	0.01%	218

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

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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