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

West Financial Advisors’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 		– Sell
-36
Closed -$7.76K – 191
2024
Q2 		$7.76K Buy
+36
New +$7.17K ﹤0.01% 129

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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

West Financial Advisors's IWY Position: Q3 2024 in Review

West Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2024, closing a stake of 36 shares — an estimated $7.76K sold.

West Financial Advisors first reported a position in IWY in Q2 2024 and held it in 1 quarter. The position peaked at $7.76K in Q2 2024. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • West Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • West Financial Advisors sold 36 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $7.76K.
  • West Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and held it in 1 quarter.
  • West Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $7.76K in Q2 2024.
  • 506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on West Financial Advisors's 13F filing for Q3 2024, filed 8 Oct 2024.