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Dixon Hughes Goodman Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$95K Hold
601
– – 0.03% 247
2021
Q4 		$104K Buy
+601
New +$100K 0.03% 204

Other funds holding IWY

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's IWY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2022 at 601 shares worth $95K. The position accounts for 0.03% of the portfolio, ranked #247.

Dixon Hughes Goodman Wealth Advisors first reported a position in IWY in Q4 2021 and has held it in 2 quarters since. The position peaked at $104K in Q4 2021. 274 funds tracked by Wall St. Rank hold IWY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 601 shares of iShares Russell Top 200 Growth ETF worth $95K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2022.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #247 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $104K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.