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 $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ACG Wealth's IWY Position: Q1 2020 in Review

ACG Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2020, closing a stake of 2,243 shares — an estimated $217K sold.

ACG Wealth first reported a position in IWY in Q2 2017 and held it in 7 quarters. The position peaked at $245K in Q2 2017. 145 funds tracked by Wall St. Rank hold IWY as of Q1 2020.

ACG Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2020 after selling out during the quarter.
ACG Wealth sold 2,243 iShares Russell Top 200 Growth ETF shares in Q1 2020, an estimated $217K.
ACG Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2017 and held it in 7 quarters.
ACG Wealth's iShares Russell Top 200 Growth ETF position peaked at $245K in Q2 2017.
145 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2020.

Based on ACG Wealth's 13F filing for Q1 2020, filed 7 Oct 2020.