FFT Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FFT Wealth 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
2022 Q1	–	Sell	-1,213	Closed	-$210K	–	61
2021 Q4	$210K	Buy	+1,213	New	+$202K	0.02%	56
2021 Q3	–	Sell	-1,213	Closed	-$183K	–	173
2021 Q2	$183K	Buy	+1,213	New	+$174K	0.04%	71
2020 Q2	–	Sell	-2,401	Closed	-$202K	–	34
2020 Q1	$202K	Buy	+2,401	New	+$229K	0.06%	32

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FFT Wealth Management's IWY Position: Q1 2022 in Review

FFT Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2022, closing a stake of 1,213 shares — an estimated $210K sold.

FFT Wealth Management first reported a position in IWY in Q1 2020 and held it in 3 quarters. The position peaked at $210K in Q4 2021. 274 funds tracked by Wall St. Rank hold IWY as of Q1 2022.

FFT Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2022 after selling out during the quarter.
FFT Wealth Management sold 1,213 iShares Russell Top 200 Growth ETF shares in Q1 2022, an estimated $210K.
FFT Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and held it in 3 quarters.
FFT Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $210K in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2022.

Based on FFT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.