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55I LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

55I LLC’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
2022
Q3 		$352K Buy
2,946
+1,319
+81% +$177K 0.01% 461
2022
Q2 		$204K Sell
1,627
-416
-20% -$57.1K 0.01% 528
2022
Q1 		$325K Buy
+2,043
New +$318K 0.01% 414

Other funds holding IWY

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

55I LLC's IWY Position: Q3 2022 in Review

55I LLC increased its iShares Russell Top 200 Growth ETF (IWY) stake by 81% in Q3 2022, buying an estimated $177K and bringing the position to 2,946 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #461.

55I LLC first reported a position in IWY in Q1 2022 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

  • 55I LLC held 2,946 shares of iShares Russell Top 200 Growth ETF worth $352K as of Q3 2022.
  • 55I LLC bought 1,319 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $177K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #461 holding.
  • 55I LLC first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.