Dividend Assets Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Dividend Assets Capital’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 Q4	–	Sell	-4	Closed	–	–	545
2022 Q3	$0	Sell	4 -1,039	-100%	-$139K	﹤0.01%	562
2022 Q2	$131K	Buy	+1,043	New	+$143K	0.03%	198

Other funds holding IWY

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dividend Assets Capital's IWY Position: Q4 2022 in Review

Dividend Assets Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 4 shares.

Dividend Assets Capital first reported a position in IWY in Q2 2022 and held it in 2 quarters. The position peaked at $131K in Q2 2022. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

Dividend Assets Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
Dividend Assets Capital sold 4 iShares Russell Top 200 Growth ETF shares in Q4 2022.
Dividend Assets Capital first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and held it in 2 quarters.
Dividend Assets Capital's iShares Russell Top 200 Growth ETF position peaked at $131K in Q2 2022.
305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Dividend Assets Capital's 13F filing for Q4 2022, filed 10 Feb 2023.