Leo Brokerage’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Leo Brokerage’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
2023 Q2	$2.33M	Buy	14,674 +254	+2%	+$37K	0.27%	65
2023 Q1	$2M	Buy	+14,420	New	+$1.87M	0.3%	62
2022 Q2	$7.18M	Sell	57,337 -8,714	-13%	-$1.2M	1.93%	12
2022 Q1	$10.5M	Buy	+66,051	New	+$10.3M	1.67%	12
2021 Q3	$347K	Buy	2,274 +151	+7%	+$23.8K	0.06%	136
2021 Q2	$320K	Buy	+2,123	New	+$304K	0.06%	144
2021 Q1	–	Sell	-2,958	Closed	-$394K	–	188
2020 Q4	$394K	Buy	+2,958	New	+$373K	0.13%	104

Other funds holding IWY

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

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

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

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

Leo Brokerage's IWY Position: Q2 2023 in Review

Leo Brokerage increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.8% in Q2 2023, buying an estimated $37K and bringing the position to 14,674 shares worth $2.33M. The position accounts for 0.27% of the portfolio, ranked #65.

Leo Brokerage first reported a position in IWY in Q4 2020 and has held it in 7 quarters since. The position peaked at $10.5M in Q1 2022. 366 funds tracked by Wall St. Rank hold IWY as of Q2 2023.

Leo Brokerage held 14,674 shares of iShares Russell Top 200 Growth ETF worth $2.33M as of Q2 2023.
Leo Brokerage bought 254 iShares Russell Top 200 Growth ETF shares in Q2 2023, an estimated $37K.
iShares Russell Top 200 Growth ETF made up 0.27% of Leo Brokerage's portfolio in Q2 2023, its #65 holding.
Leo Brokerage first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 7 quarters since.
Leo Brokerage's iShares Russell Top 200 Growth ETF position peaked at $10.5M in Q1 2022.
366 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.