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BMS Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

BMS Financial 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
2023
Q2 		$3.86M Sell
24,375
-21,931
-47% -$3.2M 2.52% 10
2023
Q1 		$6.43M Buy
+46,306
New +$6.01M 4.45% 4

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BMS Financial Advisors's IWY Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 47% in Q2 2023, selling an estimated $3.2M and leaving 24,375 shares worth $3.86M. The position accounts for 2.52% of the portfolio, ranked #10.

BMS Financial Advisors first reported a position in IWY in Q1 2023 and has held it in 2 quarters since. The position peaked at $6.43M in Q1 2023. 366 funds tracked by Wall St. Rank hold IWY as of Q2 2023.

  • BMS Financial Advisors held 24,375 shares of iShares Russell Top 200 Growth ETF worth $3.86M as of Q2 2023.
  • BMS Financial Advisors sold 21,931 iShares Russell Top 200 Growth ETF shares in Q2 2023, an estimated $3.2M.
  • iShares Russell Top 200 Growth ETF made up 2.52% of BMS Financial Advisors's portfolio in Q2 2023, its #10 holding.
  • BMS Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 2 quarters since.
  • BMS Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $6.43M in Q1 2023.
  • 366 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.