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Glassman Wealth Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Glassman Wealth Services’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
2023
Q1 		– Sell
-1,488
Closed -$179K – 1944
2022
Q4 		$179K Buy
+1,488
New +$185K 0.03% 194

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FCBT
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Glassman Wealth Services's IWY Position: Q1 2023 in Review

Glassman Wealth Services sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2023, closing a stake of 1,488 shares — an estimated $179K sold.

Glassman Wealth Services first reported a position in IWY in Q4 2022 and held it in 1 quarter. The position peaked at $179K in Q4 2022. 329 funds tracked by Wall St. Rank hold IWY as of Q1 2023.

  • Glassman Wealth Services reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 1,488 iShares Russell Top 200 Growth ETF shares in Q1 2023, an estimated $179K.
  • Glassman Wealth Services first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Glassman Wealth Services's iShares Russell Top 200 Growth ETF position peaked at $179K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.