WR Wealth Planners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

WR Wealth Planners’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 Q4	$17.4K	Buy	74 +2	+3%	+$459	0.01%	497
2024 Q3	$15.8K	Buy	72 +1	+1%	+$213	﹤0.01%	554
2024 Q2	$15.2K	Buy	71 +2	+3%	+$399	﹤0.01%	501
2024 Q1	$13.5K	Buy	+69	New	+$12.9K	﹤0.01%	535
2023 Q4	–	Sell	-63	Closed	-$9.69K	–	528
2023 Q3	$9.69K	Buy	63 +27	+75%	+$4.31K	﹤0.01%	573
2023 Q2	$5.71K	Buy	36 +2	+6%	+$292	﹤0.01%	661
2023 Q1	$4.72K	Buy	34 +2	+6%	+$260	﹤0.01%	685
2022 Q4	$3.86K	Buy	32 +3	+10%	+$373	﹤0.01%	353
2022 Q3	$3.46K	Buy	29 +2	+7%	+$268	﹤0.01%	346
2022 Q2	$3.38K	Buy	27 +2	+8%	+$275	﹤0.01%	385
2022 Q1	$3.97K	Buy	+25	New	+$3.9K	﹤0.01%	374

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

WR Wealth Planners's IWY Position: Q4 2024 in Review

WR Wealth Planners increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2.8% in Q4 2024, buying an estimated $459 and bringing the position to 74 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #497.

WR Wealth Planners first reported a position in IWY in Q1 2022 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

WR Wealth Planners held 74 shares of iShares Russell Top 200 Growth ETF worth $17.4K as of Q4 2024.
WR Wealth Planners bought 2 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $459.
iShares Russell Top 200 Growth ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #497 holding.
WR Wealth Planners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 11 quarters since.
587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.