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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

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FCBT
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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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return