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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
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
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
TF
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
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
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarus Wealth Advisors's IWY Position: Q4 2021 in Review

Clarus Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2021, closing a stake of 2,510 shares — an estimated $384K sold.

Clarus Wealth Advisors first reported a position in IWY in Q2 2018 and held it in 14 quarters. The position peaked at $473K in Q3 2019. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

  • Clarus Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,510 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $384K.
  • Clarus Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and held it in 14 quarters.
  • Clarus Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $473K in Q3 2019.
  • 280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Clarus Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.