Atlas Private Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-250	Closed	-$38K	–	430
2021 Q3	$38K	Sell	250 -115	-32%	-$18.1K	0.02%	264
2021 Q2	$55K	Sell	365 -225	-38%	-$32.2K	0.03%	220
2021 Q1	$79K	Hold	590	–	–	0.04%	186
2020 Q4	$78K	Hold	590	–	–	0.05%	175
2020 Q3	$72K	Sell	590 -320	-35%	-$37.7K	0.06%	167
2020 Q2	$97K	Buy	+910	New	+$89.2K	0.09%	147

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCBT

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

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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atlas Private Wealth Advisors's IWY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2021, closing a stake of 250 shares — an estimated $38K sold.

Atlas Private Wealth Advisors first reported a position in IWY in Q2 2020 and held it in 6 quarters. The position peaked at $97K in Q2 2020. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 250 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $38K.
Atlas Private Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $97K in Q2 2020.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.