FFA
IWY icon

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

First Foundation 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
2021
Q2 		– Sell
-1,727
Closed -$232K – 459
2021
Q1 		$232K Buy
+1,727
New +$231K 0.01% 371

Other funds holding IWY

Envestnet Asset Management
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

First Foundation Advisors's IWY Position: Q2 2021 in Review

First Foundation Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2021, closing a stake of 1,727 shares — an estimated $232K sold.

First Foundation Advisors first reported a position in IWY in Q1 2021 and held it in 1 quarter. The position peaked at $232K in Q1 2021. 223 funds tracked by Wall St. Rank hold IWY as of Q2 2021.

  • First Foundation Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • First Foundation Advisors sold 1,727 iShares Russell Top 200 Growth ETF shares in Q2 2021, an estimated $232K.
  • First Foundation Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and held it in 1 quarter.
  • First Foundation Advisors's iShares Russell Top 200 Growth ETF position peaked at $232K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.