IPW
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Impact Partnership Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-238
Closed -$37.7K – 1121
2023
Q2 		$37.7K Buy
+238
New +$34.7K 0.01% 281

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Impact Partnership Wealth's IWY Position: Q3 2023 in Review

Impact Partnership Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 238 shares — an estimated $37.7K sold.

Impact Partnership Wealth first reported a position in IWY in Q2 2023 and held it in 1 quarter. The position peaked at $37.7K in Q2 2023. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

  • Impact Partnership Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 238 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $37.7K.
  • Impact Partnership Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares Russell Top 200 Growth ETF position peaked at $37.7K in Q2 2023.
  • 380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.