Bartlett & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bartlett & Co’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 Q4	$2K	Hold	13	–	–	﹤0.01%	1153
2023 Q3	$2K	Hold	13	–	–	﹤0.01%	1073
2023 Q2	$2K	Hold	13	–	–	﹤0.01%	1061
2023 Q1	$2K	Hold	13	–	–	﹤0.01%	971
2022 Q4	$2K	Hold	13	–	–	﹤0.01%	1006
2022 Q3	$2K	Sell	13 -5	-28%	-$671	﹤0.01%	1049
2022 Q2	$2K	Buy	18 +5	+38%	+$686	﹤0.01%	1171
2022 Q1	$2K	Buy	+13	New	+$2.03K	﹤0.01%	994

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 $18.1B AUM 15% 1-Year Est. Return

FCBT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Bartlett & Co's IWY Position: Q4 2023 in Review

Bartlett & Co held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q4 2023 at 13 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Bartlett & Co first reported a position in IWY in Q1 2022 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

Bartlett & Co held 13 shares of iShares Russell Top 200 Growth ETF worth $2K as of Q4 2023.
Bartlett & Co left its iShares Russell Top 200 Growth ETF share count unchanged in Q4 2023.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1153 holding.
Bartlett & Co first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and has held it in 8 quarters since.
424 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.