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FDx Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FDx 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
Q4 		– Sell
-2,408
Closed -$288K – 770
2022
Q3 		$288K Sell
2,408
-36,615
-94% -$4.91M 0.01% 567
2022
Q2 		$4.89M Buy
+39,023
New +$5.36M 0.18% 115
2020
Q1 		– Sell
-2,766
Closed -$267K – 575
2019
Q4 		$267K Sell
2,766
-332
-11% -$30.3K 0.01% 521
2019
Q3 		$270K Sell
3,098
-2,496
-45% -$218K 0.02% 508
2019
Q2 		$480K Sell
5,594
-112
-2% -$9.42K 0.02% 497
2019
Q1 		$469K Buy
+5,706
New +$446K 0.02% 475
2018
Q4 		– Sell
-5,328
Closed -$455K – 684
2018
Q3 		$455K Sell
5,328
-52
-1% -$4.3K 0.02% 547
2018
Q2 		$421K Sell
5,380
-841
-14% -$64.5K 0.02% 602
2018
Q1 		$459K Buy
6,221
+468
+8% +$35.7K 0.01% 806
2017
Q4 		$421K Sell
5,753
-1,421
-20% -$101K 0.01% 874
2017
Q3 		$487K Buy
7,174
+921
+15% +$61.3K 0.01% 816
2017
Q2 		$403K Sell
6,253
-1,754
-22% -$112K 0.01% 855
2017
Q1 		$493K Buy
8,007
+603
+8% +$36K 0.02% 785
2016
Q4 		$417K Buy
+7,404
New +$413K 0.01% 833

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

FDx Advisors's IWY Position: Q4 2022 in Review

FDx Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 2,408 shares — an estimated $288K sold.

FDx Advisors first reported a position in IWY in Q4 2016 and held it in 14 quarters. The position peaked at $4.89M in Q2 2022. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

  • FDx Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • FDx Advisors sold 2,408 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $288K.
  • FDx Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and held it in 14 quarters.
  • FDx Advisors's iShares Russell Top 200 Growth ETF position peaked at $4.89M in Q2 2022.
  • 305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on FDx Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.