Comprehensive Financial Consultants Institutional’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-95	Closed	-$14K	–	318
2021 Q4	$14K	Buy	+95	New	+$15.8K	0.01%	319

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's IWY Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2022, closing a stake of 95 shares — an estimated $14K sold.

Comprehensive Financial Consultants Institutional first reported a position in IWY in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 274 funds tracked by Wall St. Rank hold IWY as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 95 iShares Russell Top 200 Growth ETF shares in Q1 2022, an estimated $14K.
Comprehensive Financial Consultants Institutional first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's iShares Russell Top 200 Growth ETF position peaked at $14K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.