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

Capital Square’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
-301
Closed -$25K – 210
2020
Q1 		$25K Buy
+301
New +$28.6K 0.03% 273

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Capital Square's IWY Position: Q2 2020 in Review

Capital Square sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2020, closing a stake of 301 shares — an estimated $25K sold.

Capital Square first reported a position in IWY in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2020.

  • Capital Square reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 301 iShares Russell Top 200 Growth ETF shares in Q2 2020, an estimated $25K.
  • Capital Square first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and held it in 1 quarter.
  • Capital Square's iShares Russell Top 200 Growth ETF position peaked at $25K in Q1 2020.
  • 164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.