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

Cribstone Capital Management’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	-200	Closed	-$17K	–	371
2020 Q1	$17K	Hold	200	–	–	0.02%	172
2019 Q4	$19K	Hold	200	–	–	0.02%	208
2019 Q3	$17K	Hold	200	–	–	0.01%	353
2019 Q2	$17K	Hold	200	–	–	0.01%	374
2019 Q1	$16K	Sell	200 -352	-64%	-$27.5K	0.01%	397
2018 Q4	$40K	Hold	552	–	–	0.02%	278
2018 Q3	$47K	Hold	552	–	–	0.02%	282
2018 Q2	$43K	Hold	552	–	–	0.02%	296
2018 Q1	$41K	Hold	552	–	–	0.02%	282
2017 Q4	$40K	Hold	552	–	–	0.02%	337
2017 Q3	$37K	Hold	552	–	–	0.02%	301
2017 Q2	$36K	Hold	552	–	–	0.02%	299
2017 Q1	$34K	Hold	552	–	–	0.02%	329
2016 Q4	$32K	Sell	552 -250	-31%	-$13.9K	0.02%	326
2016 Q3	$44K	Hold	802	–	–	0.03%	281
2016 Q2	$43K	Buy	+802	New	+$43.1K	0.03%	294

Other funds holding IWY

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cribstone Capital Management's IWY Position: Q2 2020 in Review

Cribstone Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2020, closing a stake of 200 shares — an estimated $17K sold.

Cribstone Capital Management first reported a position in IWY in Q2 2016 and held it in 16 quarters. The position peaked at $47K in Q3 2018. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2020.

Cribstone Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2020 after selling out during the quarter.
Cribstone Capital Management sold 200 iShares Russell Top 200 Growth ETF shares in Q2 2020, an estimated $17K.
Cribstone Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2016 and held it in 16 quarters.
Cribstone Capital Management's iShares Russell Top 200 Growth ETF position peaked at $47K in Q3 2018.
164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2020.

Based on Cribstone Capital Management's 13F filing for Q2 2020, filed 3 Aug 2020.