Financial Architects (New Jersey)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-219	Closed	-$23K	–	518
2020 Q2	$23K	Hold	219	–	–	0.01%	524
2020 Q1	$18K	Hold	219	–	–	﹤0.01%	534
2019 Q4	$21K	Hold	219	–	–	﹤0.01%	569
2019 Q3	$19K	Hold	219	–	–	﹤0.01%	603
2019 Q2	$19K	Hold	219	–	–	﹤0.01%	728
2019 Q1	$18K	Hold	219	–	–	﹤0.01%	916
2018 Q4	$16K	Hold	219	–	–	﹤0.01%	866
2018 Q3	$19K	Hold	219	–	–	﹤0.01%	939
2018 Q2	$17K	Hold	219	–	–	﹤0.01%	850
2018 Q1	$16K	Hold	219	–	–	﹤0.01%	945
2017 Q4	$16K	Hold	219	–	–	﹤0.01%	1022
2017 Q3	$15K	Sell	219 -69	-24%	-$4.59K	﹤0.01%	1026
2017 Q2	$19K	Hold	288	–	–	﹤0.01%	966
2017 Q1	$18K	Hold	288	–	–	﹤0.01%	966
2016 Q4	$16K	Hold	288	–	–	﹤0.01%	892
2016 Q3	$16K	Hold	288	–	–	﹤0.01%	895
2016 Q2	$16K	Hold	288	–	–	﹤0.01%	851
2016 Q1	$15K	Buy	+288	New	+$14.7K	0.01%	644
2015 Q3	–	Sell	-150	Closed	-$8K	–	564
2015 Q2	$8K	Hold	150	–	–	﹤0.01%	845
2015 Q1	$8K	Hold	150	–	–	﹤0.01%	772
2014 Q4	$8K	Hold	150	–	–	﹤0.01%	715
2014 Q3	$7K	Buy	+150	New	+$7.25K	﹤0.01%	683

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $21.5B AUM 26.98% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AUB

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

Financial Architects (New Jersey)'s IWY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2020, closing a stake of 219 shares — an estimated $23K sold.

Financial Architects (New Jersey) first reported a position in IWY in Q3 2014 and held it in 22 quarters. The position peaked at $23K in Q2 2020. 188 funds tracked by Wall St. Rank hold IWY as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 219 iShares Russell Top 200 Growth ETF shares in Q3 2020, an estimated $23K.
Financial Architects (New Jersey) first reported a position in iShares Russell Top 200 Growth ETF in Q3 2014 and held it in 22 quarters.
Financial Architects (New Jersey)'s iShares Russell Top 200 Growth ETF position peaked at $23K in Q2 2020.
188 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.