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Wellington Wealth Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wellington Wealth Strategies’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
Q2 		– Sell
-12,405
Closed -$2.42M – 117
2024
Q1 		$2.42M Buy
+12,405
New +$2.32M 1.13% 24

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 $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Wellington Wealth Strategies's IWY Position: Q2 2024 in Review

Wellington Wealth Strategies sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 12,405 shares — an estimated $2.42M sold.

Wellington Wealth Strategies first reported a position in IWY in Q1 2024 and held it in 1 quarter. The position peaked at $2.42M in Q1 2024. 503 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Wellington Wealth Strategies reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 12,405 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $2.42M.
  • Wellington Wealth Strategies first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Wellington Wealth Strategies's iShares Russell Top 200 Growth ETF position peaked at $2.42M in Q1 2024.
  • 503 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Wellington Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.