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

Altus Wealth Group’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
2021
Q1 		– Sell
-190
Closed -$25K – 476
2020
Q4 		$25K Buy
+190
New +$24K 0.02% 325

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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

Altus Wealth Group's IWY Position: Q1 2021 in Review

Altus Wealth Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2021, closing a stake of 190 shares — an estimated $25K sold.

Altus Wealth Group first reported a position in IWY in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 210 funds tracked by Wall St. Rank hold IWY as of Q1 2021.

  • Altus Wealth Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 190 iShares Russell Top 200 Growth ETF shares in Q1 2021, an estimated $25K.
  • Altus Wealth Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's iShares Russell Top 200 Growth ETF position peaked at $25K in Q4 2020.
  • 210 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.