Archford Capital Strategies’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Archford Capital Strategies’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
2023 Q3	–	Sell	-2,276	Closed	-$367K	–	275
2023 Q2	$367K	Hold	2,276	–	–	0.07%	232
2023 Q1	$313K	Hold	2,276	–	–	0.07%	235
2022 Q4	$274K	Sell	2,276 -3,251	-59%	-$404K	0.06%	240
2022 Q3	$660K	Hold	5,527	–	–	0.17%	145
2022 Q2	$692K	Hold	5,527	–	–	0.17%	146
2022 Q1	$878K	Sell	5,527 -98	-2%	-$15.3K	0.2%	130
2021 Q4	$975K	Sell	5,625 -6	-0.1%	-$1K	0.22%	119
2021 Q3	$860K	Buy	+5,631	New	+$888K	0.2%	131

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Archford Capital Strategies's IWY Position: Q3 2023 in Review

Archford Capital Strategies sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 2,276 shares — an estimated $367K sold.

Archford Capital Strategies first reported a position in IWY in Q3 2021 and held it in 8 quarters. The position peaked at $975K in Q4 2021. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

Archford Capital Strategies reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
Archford Capital Strategies sold 2,276 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $367K.
Archford Capital Strategies first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 8 quarters.
Archford Capital Strategies's iShares Russell Top 200 Growth ETF position peaked at $975K in Q4 2021.
380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on Archford Capital Strategies's 13F filing for Q3 2023, filed 27 Oct 2023.