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	–	854
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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return