CWM
IWY icon

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 $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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return