AWM
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Abound Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Abound Wealth Management’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
Q4 		– Sell
-133
Closed -$15.9K – 760
2022
Q3 		$15.9K Buy
+133
New +$17.9K 0.01% 220

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 $424B AUM 22.9% 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 $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Abound Wealth Management's IWY Position: Q4 2022 in Review

Abound Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 133 shares — an estimated $15.9K sold.

Abound Wealth Management first reported a position in IWY in Q3 2022 and held it in 1 quarter. The position peaked at $15.9K in Q3 2022. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

  • Abound Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 133 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $15.9K.
  • Abound Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $15.9K in Q3 2022.
  • 305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.