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	–	952
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 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

WealthShield Partners's IWY Position: Q4 2023 in Review

WealthShield Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 10,489 shares — an estimated $1.62M sold.

WealthShield Partners first reported a position in IWY in Q3 2019 and held it in 10 quarters. The position peaked at $1.62M in Q3 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

WealthShield Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 10,489 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $1.62M.
WealthShield Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and held it in 10 quarters.
WealthShield Partners's iShares Russell Top 200 Growth ETF position peaked at $1.62M in Q3 2023.
425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.