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Curi Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-1,523
Closed -$191K – 451
2022
Q2 		$191K Sell
1,523
-81
-5% -$11.1K 0.04% 120
2022
Q1 		$254K Buy
1,604
+2
+0.1% +$312 0.04% 101
2021
Q4 		$277K Buy
1,602
+2
+0.1% +$333 0.05% 95
2021
Q3 		$244K Sell
1,600
-222
-12% -$35K 0.11% 80
2021
Q2 		$274K Buy
1,822
+310
+21% +$44.4K 0.14% 75
2021
Q1 		$203K Buy
+1,512
New +$203K 0.13% 88

Other funds holding IWY

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Curi Wealth Management's IWY Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2022, closing a stake of 1,523 shares — an estimated $191K sold.

Curi Wealth Management first reported a position in IWY in Q1 2021 and held it in 6 quarters. The position peaked at $277K in Q4 2021. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1,523 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $191K.
  • Curi Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and held it in 6 quarters.
  • Curi Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $277K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.