LB
IWY icon

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return