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Insight Folios’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Insight Folios’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
Q3 		– Sell
-1,511
Closed -$228K – 120
2021
Q2 		$228K Buy
+1,511
New +$216K 0.13% 76

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Folios's IWY Position: Q3 2021 in Review

Insight Folios sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2021, closing a stake of 1,511 shares — an estimated $228K sold.

Insight Folios first reported a position in IWY in Q2 2021 and held it in 1 quarter. The position peaked at $228K in Q2 2021. 240 funds tracked by Wall St. Rank hold IWY as of Q3 2021.

  • Insight Folios reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Insight Folios sold 1,511 iShares Russell Top 200 Growth ETF shares in Q3 2021, an estimated $228K.
  • Insight Folios first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and held it in 1 quarter.
  • Insight Folios's iShares Russell Top 200 Growth ETF position peaked at $228K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2021.

Based on Insight Folios's 13F filing for Q3 2021, filed 15 Oct 2021.