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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IWY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 22% in Q4 2022, selling an estimated $59.7K and leaving 1,686 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #636.

Laurel Wealth Advisors (California) first reported a position in IWY in Q3 2020 and has held it in 9 quarters since. The position peaked at $410K in Q4 2021. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

Laurel Wealth Advisors (California) held 1,686 shares of iShares Russell Top 200 Growth ETF worth $203K as of Q4 2022.
Laurel Wealth Advisors (California) sold 480 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $59.7K.
iShares Russell Top 200 Growth ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #636 holding.
Laurel Wealth Advisors (California) first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 9 quarters since.
Laurel Wealth Advisors (California)'s iShares Russell Top 200 Growth ETF position peaked at $410K in Q4 2021.
305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.