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Ellis Investment Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Ellis Investment Partners’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
-6
Closed – – 465
2022
Q3 		$0 Hold
6
– – ﹤0.01% 811
2022
Q2 		$0 Hold
6
– – ﹤0.01% 804
2022
Q1 		$0 Hold
6
– – ﹤0.01% 828
2021
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 776

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ellis Investment Partners's IWY Position: Q4 2022 in Review

Ellis Investment Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 6 shares.

Ellis Investment Partners first reported a position in IWY in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

  • Ellis Investment Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 6 iShares Russell Top 200 Growth ETF shares in Q4 2022.
  • Ellis Investment Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and held it in 4 quarters.
  • Ellis Investment Partners's iShares Russell Top 200 Growth ETF position peaked at $1K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.