Legacy Wealth Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Legacy Wealth Planning’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	$3.62M	Sell	30,279 -282	-0.9%	-$37.9K	5.99%	4
2022 Q2	$3.83M	Buy	30,561 +15	+0%	+$2.06K	5.49%	3
2022 Q1	$4.85M	Buy	30,546 +2,755	+10%	+$429K	5.71%	4
2021 Q4	$4.82M	Sell	27,791 -401	-1%	-$66.8K	5.5%	4
2021 Q3	$4.3M	Buy	28,192 +169	+0.6%	+$26.7K	4.82%	4
2021 Q2	$4.22M	Buy	28,023 +800	+3%	+$114K	4.81%	3
2021 Q1	$3.66M	Buy	27,223 +180	+0.7%	+$24.1K	4.67%	3
2020 Q4	$3.6M	Buy	27,043 +145	+0.5%	+$18.3K	4.62%	4
2020 Q3	$3.27M	Sell	26,898 -1,248	-4%	-$147K	3.73%	4
2020 Q2	$3M	Sell	28,146 -373	-1%	-$36.6K	3.57%	6
2020 Q1	$2.4M	Sell	28,519 -2,508	-8%	-$239K	3.85%	4
2019 Q4	$3M	Buy	+31,027	New	+$2.83M	3.39%	6

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

Legacy Wealth Planning's IWY Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.92% in Q3 2022, selling an estimated $37.9K and leaving 30,279 shares worth $3.62M. The position accounts for 5.99% of the portfolio, ranked #4.

Legacy Wealth Planning first reported a position in IWY in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.85M in Q1 2022. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

Legacy Wealth Planning held 30,279 shares of iShares Russell Top 200 Growth ETF worth $3.62M as of Q3 2022.
Legacy Wealth Planning sold 282 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $37.9K.
iShares Russell Top 200 Growth ETF made up 5.99% of Legacy Wealth Planning's portfolio in Q3 2022, its #4 holding.
Legacy Wealth Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares Russell Top 200 Growth ETF position peaked at $4.85M in Q1 2022.
281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.