Bedel Financial Consulting’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bedel Financial Consulting’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	-669	Closed	-$81K	–	853
2020 Q3	$81K	Buy	669 +2	+0.3%	+$236	0.04%	238
2020 Q2	$71K	Buy	667 +3	+0.5%	+$294	0.04%	245
2020 Q1	$56K	Hold	664	–	–	0.04%	253
2019 Q4	$64K	Buy	664 +4	+0.6%	+$365	0.04%	261
2019 Q3	$57K	Hold	660	–	–	0.03%	268
2019 Q2	$57K	Buy	660 +2	+0.3%	+$168	0.03%	265
2019 Q1	$54K	Buy	658 +2	+0.3%	+$156	0.03%	260
2018 Q4	$47K	Buy	656 +2	+0.3%	+$155	0.03%	259
2018 Q3	$53K	Buy	654 +4	+0.6%	+$330	0.04%	265
2018 Q2	$51K	Buy	+650	New	+$49.8K	0.04%	267

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

AUB

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

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

Bedel Financial Consulting's IWY Position: Q4 2020 in Review

Bedel Financial Consulting sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 669 shares — an estimated $81K sold.

Bedel Financial Consulting first reported a position in IWY in Q2 2018 and held it in 10 quarters. The position peaked at $81K in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

Bedel Financial Consulting reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
Bedel Financial Consulting sold 669 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $81K.
Bedel Financial Consulting first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and held it in 10 quarters.
Bedel Financial Consulting's iShares Russell Top 200 Growth ETF position peaked at $81K in Q3 2020.
204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.