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Aspire Private Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Aspire Private Capital’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
Q2 		– Sell
-874
Closed -$139K – 626
2022
Q1 		$139K Buy
+874
New +$136K 0.04% 150
2021
Q3 		– Sell
-347
Closed -$52K – 624
2021
Q2 		$52K Buy
+347
New +$49.7K 0.02% 213

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.5B AUM 19.51% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Aspire Private Capital's IWY Position: Q2 2022 in Review

Aspire Private Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 874 shares — an estimated $139K sold.

Aspire Private Capital first reported a position in IWY in Q2 2021 and held it in 2 quarters. The position peaked at $139K in Q1 2022. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Aspire Private Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Aspire Private Capital sold 874 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $139K.
  • Aspire Private Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and held it in 2 quarters.
  • Aspire Private Capital's iShares Russell Top 200 Growth ETF position peaked at $139K in Q1 2022.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Aspire Private Capital's 13F filing for Q2 2022, filed 1 Aug 2022.