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Consolidated Planning Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Consolidated Planning Corp’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
-57
Closed -$9K – 259
2021
Q3 		$9K Buy
+57
New +$8.99K 0.01% 314

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
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Morgan Stanley
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Planning Corp's IWY Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2021, closing a stake of 57 shares — an estimated $9K sold.

Consolidated Planning Corp first reported a position in IWY in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 57 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $9K.
  • Consolidated Planning Corp first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares Russell Top 200 Growth ETF position peaked at $9K in Q3 2021.
  • 280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.