ACP
IWY icon

Aveo Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Aveo Capital Partners’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
2020
Q4 		– Sell
-11,090
Closed -$1.35M – 120
2020
Q3 		$1.35M Buy
+11,090
New +$1.31M 0.48% 45
2020
Q1 		– Sell
-9,039
Closed -$873K – 176
2019
Q4 		$873K Buy
+9,039
New +$825K 0.35% 71

Other funds holding IWY

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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aveo Capital Partners's IWY Position: Q4 2020 in Review

Aveo Capital Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 11,090 shares — an estimated $1.35M sold.

Aveo Capital Partners first reported a position in IWY in Q4 2019 and held it in 2 quarters. The position peaked at $1.35M in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

  • Aveo Capital Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Aveo Capital Partners sold 11,090 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $1.35M.
  • Aveo Capital Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 2 quarters.
  • Aveo Capital Partners's iShares Russell Top 200 Growth ETF position peaked at $1.35M in Q3 2020.
  • 204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Aveo Capital Partners's 13F filing for Q4 2020, filed 10 Feb 2021.