Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWA
Clarus Wealth Advisors’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
Clarus Wealth Advisors’s Portfolio
IWY Stock Details
IWY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-2,510
Closed
-$384K
–
114
2021
Q3
$384K
Sell
2,510
-87
-3%
-$13.7K
0.24%
69
2021
Q2
$403K
Sell
2,597
-25
-1%
-$3.58K
0.25%
72
2021
Q1
$374K
Sell
2,622
-943
-26%
-$126K
0.23%
84
2020
Q4
$471K
Sell
3,565
-63
-2%
-$7.95K
0.31%
58
2020
Q3
$436K
Sell
3,628
-76
-2%
-$8.95K
0.34%
59
2020
Q2
$409K
Sell
3,704
-820
-18%
-$80.4K
0.34%
61
2020
Q1
$366K
Sell
4,524
-219
-5%
-$20.8K
0.37%
80
2019
Q4
$471K
Sell
4,743
-690
-13%
-$63K
0.31%
86
2019
Q3
$473K
Buy
5,433
+368
+7%
+$32.1K
0.35%
66
2019
Q2
$435K
Buy
5,065
+4,965
+4,965%
+$418K
0.31%
53
2019
Q1
$8K
Hold
100
–
–
0.01%
543
2018
Q4
$7K
Hold
100
–
–
0.01%
556
2018
Q3
$9K
Buy
100
+11
+12%
+$909
0.01%
554
2018
Q2
$7K
Buy
+89
New
+$6.82K
0.01%
580
Other funds holding IWY
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
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
BWM
Baystate Wealth Management
Boston, Massachusetts
$1.36B AUM
15.87%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AUB
Atlantic Union Bankshares
Glen Allen, Virginia
$5.21B AUM
19.46%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close