LWM
IWY icon

Liberty Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Liberty Wealth Management’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
Q1 		– Sell
-1,712
Closed -$296 – 168
2021
Q4 		$296 Buy
1,712
+871
+104% +$145K 0.01% 124
2021
Q3 		$128K Buy
+841
New +$133K 0.05% 240

Other funds holding IWY

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $432B AUM 30.22% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Liberty Wealth Management's IWY Position: Q1 2022 in Review

Liberty Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2022, closing a stake of 1,712 shares — an estimated $296 sold.

Liberty Wealth Management first reported a position in IWY in Q3 2021 and held it in 2 quarters. The position peaked at $128K in Q3 2021. 274 funds tracked by Wall St. Rank hold IWY as of Q1 2022.

  • Liberty Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Liberty Wealth Management sold 1,712 iShares Russell Top 200 Growth ETF shares in Q1 2022, an estimated $296.
  • Liberty Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 2 quarters.
  • Liberty Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $128K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2022.

Based on Liberty Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.