HF
IWY icon

Halpern Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Halpern Financial’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
Q1 		– Sell
-30
Closed -$3.99K – 269
2020
Q4 		$3.99K Sell
30
-20
-40% -$2.52K ﹤0.01% 169
2020
Q3 		$6.07K Sell
50
-50
-50% -$5.89K ﹤0.01% 142
2020
Q2 		$10.7K Sell
100
-230
-70% -$22.5K 0.01% 95
2020
Q1 		$27.8K Buy
+330
New +$31.4K 0.03% 56

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
TF
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Halpern Financial's IWY Position: Q1 2021 in Review

Halpern Financial sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2021, closing a stake of 30 shares — an estimated $3.99K sold.

Halpern Financial first reported a position in IWY in Q1 2020 and held it in 4 quarters. The position peaked at $27.8K in Q1 2020. 210 funds tracked by Wall St. Rank hold IWY as of Q1 2021.

  • Halpern Financial reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Halpern Financial sold 30 iShares Russell Top 200 Growth ETF shares in Q1 2021, an estimated $3.99K.
  • Halpern Financial first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and held it in 4 quarters.
  • Halpern Financial's iShares Russell Top 200 Growth ETF position peaked at $27.8K in Q1 2020.
  • 210 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.