FundX Investment Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FundX Investment Group’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 Q4	$6.85M	Buy	39,507 +2,542	+7%	+$423K	1.67%	13
2021 Q3	$5.64M	Buy	36,965 +2,607	+8%	+$411K	2.67%	11
2021 Q2	$3.19K	Sell	34,358 -59,541	-63%	-$8.52M	0.33%	15
2021 Q1	$12.6M	Sell	93,899 -81,594	-46%	-$10.9M	7.13%	4
2020 Q4	$23.3M	Sell	175,493 -46,850	-21%	-$5.91M	9.75%	4
2020 Q3	$27M	Buy	222,343 +116,547	+110%	+$13.7M	10.38%	3
2020 Q2	$11.3M	Buy	+105,796	New	+$10.4M	4.77%	10

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

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

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

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

FundX Investment Group's IWY Position: Q4 2021 in Review

FundX Investment Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.9% in Q4 2021, buying an estimated $423K and bringing the position to 39,507 shares worth $6.85M. The position accounts for 1.67% of the portfolio, ranked #13.

FundX Investment Group first reported a position in IWY in Q2 2020 and has held it in 7 quarters since. The position peaked at $27M in Q3 2020. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

FundX Investment Group held 39,507 shares of iShares Russell Top 200 Growth ETF worth $6.85M as of Q4 2021.
FundX Investment Group bought 2,542 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $423K.
iShares Russell Top 200 Growth ETF made up 1.67% of FundX Investment Group's portfolio in Q4 2021, its #13 holding.
FundX Investment Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 7 quarters since.
FundX Investment Group's iShares Russell Top 200 Growth ETF position peaked at $27M in Q3 2020.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.