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Eagle Ridge Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Eagle Ridge Investment 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
Q4 		– Sell
-4,211
Closed -$511K – 138
2020
Q3 		$511K Buy
+4,211
New +$496K 0.07% 94

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SS
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TF
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Morgan Stanley
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BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Eagle Ridge Investment Management's IWY Position: Q4 2020 in Review

Eagle Ridge Investment Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 4,211 shares — an estimated $511K sold.

Eagle Ridge Investment Management first reported a position in IWY in Q3 2020 and held it in 1 quarter. The position peaked at $511K in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

  • Eagle Ridge Investment Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 4,211 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $511K.
  • Eagle Ridge Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Eagle Ridge Investment Management's iShares Russell Top 200 Growth ETF position peaked at $511K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2020, filed 29 Jan 2021.