AW
IWY icon

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

ACG Wealth’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
2020
Q1 		– Sell
-2,243
Closed -$217K – 308
2019
Q4 		$217K Sell
2,243
-494
-18% -$45.1K 0.03% 304
2019
Q3 		$238K Buy
2,737
+6
+0.2% +$523 0.04% 291
2019
Q2 		$234K Buy
2,731
+6
+0.2% +$505 0.03% 309
2019
Q1 		$224K Buy
+2,725
New +$213K 0.03% 303
2018
Q4 		– Sell
-2,707
Closed -$231K – 323
2018
Q3 		$231K Buy
2,707
+7
+0.3% +$578 0.03% 281
2018
Q2 		$211K Buy
+2,700
New +$207K 0.03% 268
2017
Q3 		– Sell
-3,816
Closed -$245K – 310
2017
Q2 		$245K Buy
+3,816
New +$243K 0.04% 264

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return