Biltmore Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Biltmore Capital 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	$613K	Hold	3,536	–	–	0.1%	76
2021 Q3	$540K	Hold	3,536	–	–	0.1%	80
2021 Q2	$533K	Hold	3,536	–	–	0.1%	71
2021 Q1	$476K	Hold	3,536	–	–	0.1%	74
2020 Q4	$470K	Hold	3,536	–	–	0.13%	64
2020 Q3	$429K	Hold	3,536	–	–	0.13%	56
2020 Q2	$377K	Buy	+3,536	New	+$347K	0.1%	48

Other funds holding IWY

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Biltmore Capital Advisors's IWY Position: Q4 2021 in Review

Biltmore Capital Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q4 2021 at 3,536 shares worth $613K. The position accounts for 0.1% of the portfolio, ranked #76.

Biltmore Capital Advisors first reported a position in IWY in Q2 2020 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

Biltmore Capital Advisors held 3,536 shares of iShares Russell Top 200 Growth ETF worth $613K as of Q4 2021.
Biltmore Capital Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q4 2021.
iShares Russell Top 200 Growth ETF made up 0.1% of Biltmore Capital Advisors's portfolio in Q4 2021, its #76 holding.
Biltmore Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.