Zimmermann Investment Management & Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Zimmermann Investment Management & Planning’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	$340K	Sell	1,445 -83,060	-98%	-$19.1M	14.99%	3
2024 Q3	$18.6M	Buy	84,505 +10,503	+14%	+$2.23M	5.71%	2
2024 Q2	$15.9M	Buy	74,002 +16,718	+29%	+$3.33M	5.3%	3
2024 Q1	$11.2M	Buy	57,284 +27,594	+93%	+$5.16M	4.03%	3
2023 Q4	$5.2M	Sell	29,690 -657	-2%	-$108K	2.13%	16
2023 Q3	$4.67M	Buy	30,347 +2,748	+10%	+$438K	2.24%	14
2023 Q2	$4.38M	Buy	27,599 +6,991	+34%	+$1.02M	2.03%	15
2023 Q1	$2.86M	Sell	20,608 -35,256	-63%	-$4.58M	1.5%	19
2022 Q4	$6.73M	Sell	55,864 -12,658	-18%	-$1.57M	3.88%	8
2022 Q3	$8.19M	Buy	68,522 +7,922	+13%	+$1.06M	5.1%	3
2022 Q2	$7.59M	Buy	60,600 +11,137	+23%	+$1.53M	5.2%	3
2022 Q1	$7.86M	Buy	49,463 +25,260	+104%	+$3.94M	4.66%	5
2021 Q4	$4.2M	Buy	+24,203	New	+$4.03M	2.35%	18

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 $71.6B AUM 21.08% 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

Zimmermann Investment Management & Planning's IWY Position: Q4 2024 in Review

Zimmermann Investment Management & Planning reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 98% in Q4 2024, selling an estimated $19.1M and leaving 1,445 shares worth $340K. The position accounts for 14.99% of the portfolio, ranked #3.

Zimmermann Investment Management & Planning first reported a position in IWY in Q4 2021 and has held it in 13 quarters since. The position peaked at $18.6M in Q3 2024. 587 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

Zimmermann Investment Management & Planning held 1,445 shares of iShares Russell Top 200 Growth ETF worth $340K as of Q4 2024.
Zimmermann Investment Management & Planning sold 83,060 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $19.1M.
iShares Russell Top 200 Growth ETF made up 14.99% of Zimmermann Investment Management & Planning's portfolio in Q4 2024, its #3 holding.
Zimmermann Investment Management & Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 13 quarters since.
Zimmermann Investment Management & Planning's iShares Russell Top 200 Growth ETF position peaked at $18.6M in Q3 2024.
587 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.