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American Portfolios Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

American Portfolios Advisors’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 		$183K Sell
1,533
-598
-28% -$80.3K 0.01% 1046
2022
Q2 		$267K Sell
2,131
-232
-10% -$31.8K 0.01% 923
2022
Q1 		$375K Buy
2,363
+30
+1% +$4.68K 0.01% 867
2021
Q4 		$404K Buy
2,333
+853
+58% +$142K 0.01% 838
2021
Q3 		$226K Hold
1,480
– – 0.01% 1058
2021
Q2 		$223K Buy
1,480
+302
+26% +$43.2K 0.01% 1058
2021
Q1 		$159K Sell
1,178
-164
-12% -$22K 0.01% 1127
2020
Q4 		$179K Buy
1,342
+4
+0.3% +$504 0.01% 925
2020
Q3 		$162K Buy
1,338
+51
+4% +$6.01K 0.01% 882
2020
Q2 		$137K Buy
1,287
+402
+45% +$39.4K 0.01% 876
2020
Q1 		$74.5K Buy
885
+4
+0.5% +$381 0.01% 996
2019
Q4 		$85.1K Sell
881
-65
-7% -$5.93K 0.01% 1130
2019
Q3 		$82.4K Sell
946
-496
-34% -$43.3K 0.01% 1080
2019
Q2 		$124K Buy
1,442
+687
+91% +$57.8K 0.01% 897
2019
Q1 		$62.1K Buy
755
+366
+94% +$28.6K 0.01% 1096
2018
Q4 		$27.9K Buy
389
+74
+23% +$5.73K ﹤0.01% 1251
2018
Q3 		$26.9K Hold
315
– – ﹤0.01% 1371
2018
Q2 		$24.7K Hold
315
– – ﹤0.01% 1383
2018
Q1 		$23.2K Sell
315
-374
-54% -$28.5K ﹤0.01% 1336
2017
Q4 		$50.4K Buy
+689
New +$49.1K 0.01% 992

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 22.96% 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 $1.66T 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 $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

American Portfolios Advisors's IWY Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 28% in Q3 2022, selling an estimated $80.3K and leaving 1,533 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #1046.

American Portfolios Advisors first reported a position in IWY in Q4 2017 and has held it in 20 quarters since. The position peaked at $404K in Q4 2021. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

  • American Portfolios Advisors held 1,533 shares of iShares Russell Top 200 Growth ETF worth $183K as of Q3 2022.
  • American Portfolios Advisors sold 598 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $80.3K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1046 holding.
  • American Portfolios Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Russell Top 200 Growth ETF position peaked at $404K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.