Kore Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Kore Private 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
2022 Q3	$941K	Buy	7,879 +1	+0%	+$134	0.17%	80
2022 Q2	$987K	Buy	7,878 +2,876	+57%	+$395K	0.15%	103
2022 Q1	$795K	Sell	5,002 -54	-1%	-$8.42K	0.1%	138
2021 Q4	$876K	Buy	5,056 +76	+2%	+$12.7K	0.11%	127
2021 Q3	$760K	Hold	4,980	–	–	0.08%	183
2021 Q2	$750K	Buy	4,980 +326	+7%	+$46.7K	0.08%	174
2021 Q1	$626K	Sell	4,654 -4,760	-51%	-$638K	0.08%	167
2020 Q4	$1.25M	Buy	9,414 +1,420	+18%	+$179K	0.19%	83
2020 Q3	$970K	Buy	7,994 +1,210	+18%	+$143K	0.19%	86
2020 Q2	$723K	Buy	6,784 +2,231	+49%	+$219K	0.15%	102
2020 Q1	$383K	Buy	+4,553	New	+$433K	0.09%	138

Other funds holding IWY

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Kore Private Wealth's IWY Position: Q3 2022 in Review

Kore Private Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.01% in Q3 2022, buying an estimated $134 and bringing the position to 7,879 shares worth $941K. The position accounts for 0.17% of the portfolio, ranked #80.

Kore Private Wealth first reported a position in IWY in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2020. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

Kore Private Wealth held 7,879 shares of iShares Russell Top 200 Growth ETF worth $941K as of Q3 2022.
Kore Private Wealth bought 1 iShares Russell Top 200 Growth ETF share in Q3 2022, an estimated $134.
iShares Russell Top 200 Growth ETF made up 0.17% of Kore Private Wealth's portfolio in Q3 2022, its #80 holding.
Kore Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and has held it in 11 quarters since.
Kore Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $1.25M in Q4 2020.
281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.