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Wetzel Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wetzel Investment 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
-210
Closed -$41K – 509
2024
Q2 		$41K Sell
210
-15
-7% -$2.99K 0.02% 261
2024
Q1 		$42.2K Buy
225
+20
+10% +$3.74K 0.02% 274
2023
Q4 		$36K Buy
+205
New +$33.6K 0.02% 288

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

Wetzel Investment Advisors's IWY Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2024, closing a stake of 210 shares — an estimated $41K sold.

Wetzel Investment Advisors first reported a position in IWY in Q4 2023 and held it in 3 quarters. The position peaked at $42.2K in Q1 2024. 506 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 210 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $41K.
  • Wetzel Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $42.2K in Q1 2024.
  • 506 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.