Blue Sky Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Blue Sky Asset Management’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 Q2	–	Sell	-43,480	Closed	-$3.66M	–	53
2020 Q1	$3.66M	Sell	43,480 -28,312	-39%	-$2.69M	1.48%	19
2019 Q4	$6.93M	Buy	+71,792	New	+$6.56M	2%	11

Other funds holding IWY

AWM

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

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

FCBT

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

BWM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AUB

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

Blue Sky Asset Management's IWY Position: Q2 2020 in Review

Blue Sky Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2020, closing a stake of 43,480 shares — an estimated $3.66M sold.

Blue Sky Asset Management first reported a position in IWY in Q4 2019 and held it in 2 quarters. The position peaked at $6.93M in Q4 2019. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2020.

Blue Sky Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2020 after selling out during the quarter.
Blue Sky Asset Management sold 43,480 iShares Russell Top 200 Growth ETF shares in Q2 2020, an estimated $3.66M.
Blue Sky Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and held it in 2 quarters.
Blue Sky Asset Management's iShares Russell Top 200 Growth ETF position peaked at $6.93M in Q4 2019.
164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2020.

Based on Blue Sky Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.