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Jacobi Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Jacobi Capital Management’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 		– Sell
-220
Closed -$34K – 863
2021
Q3 		$34K Hold
220
– – ﹤0.01% 743
2021
Q2 		$33K Buy
220
+50
+29% +$7.16K ﹤0.01% 726
2021
Q1 		$23K Sell
170
-50
-23% -$6.7K ﹤0.01% 752
2020
Q4 		$29K Hold
220
– – ﹤0.01% 654
2020
Q3 		$27K Buy
+220
New +$25.9K ﹤0.01% 604

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jacobi Capital Management's IWY Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2021, closing a stake of 220 shares — an estimated $34K sold.

Jacobi Capital Management first reported a position in IWY in Q3 2020 and held it in 5 quarters. The position peaked at $34K in Q3 2021. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

  • Jacobi Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 220 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $34K.
  • Jacobi Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 5 quarters.
  • Jacobi Capital Management's iShares Russell Top 200 Growth ETF position peaked at $34K in Q3 2021.
  • 280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.