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Empowered Funds’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Empowered Funds’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
Q2 		– Sell
-230,293
Closed -$36.6M – 303
2022
Q1 		$36.6M Buy
230,293
+180,662
+364% +$28.2M 4% 3
2021
Q4 		$8.6M Sell
49,631
-25,325
-34% -$4.22M 0.97% 21
2021
Q3 		$11.4M Buy
+74,956
New +$11.8M 1.47% 17
2020
Q4 		– Sell
-60,926
Closed -$7.39M – 190
2020
Q3 		$7.39M Buy
60,926
+24,982
+70% +$2.94M 2.31% 10
2020
Q2 		$3.83M Buy
+35,944
New +$3.52M 1.48% 11

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Empowered Funds's IWY Position: Q2 2022 in Review

Empowered Funds sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 230,293 shares — an estimated $36.6M sold.

Empowered Funds first reported a position in IWY in Q2 2020 and held it in 5 quarters. The position peaked at $36.6M in Q1 2022. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Empowered Funds reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Empowered Funds sold 230,293 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $36.6M.
  • Empowered Funds first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and held it in 5 quarters.
  • Empowered Funds's iShares Russell Top 200 Growth ETF position peaked at $36.6M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Empowered Funds's 13F filing for Q2 2022, filed 1 Aug 2022.