LWAC
IWY icon

Laurel Wealth Advisors (California)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$203K Sell
1,686
-480
-22% -$59.7K 0.02% 636
2022
Q3 		$259K Sell
2,166
-104
-5% -$14K 0.03% 528
2022
Q2 		$284K Sell
2,270
-126
-5% -$17.3K 0.03% 510
2022
Q1 		$380K Buy
2,396
+31
+1% +$4.83K 0.03% 509
2021
Q4 		$410K Buy
+2,365
New +$394K 0.03% 520
2021
Q3 		– Sell
-1,984
Closed -$299K – 484
2021
Q2 		$299K Buy
1,984
+158
+9% +$22.6K 0.04% 400
2021
Q1 		$246K Buy
1,826
+50
+3% +$6.7K 0.04% 397
2020
Q4 		$236K Buy
1,776
+3
+0.2% +$378 0.03% 390
2020
Q3 		$215K Buy
+1,773
New +$209K 0.04% 376

Other funds holding IWY

TF
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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