MHS
IWY icon

M Holdings Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

M Holdings Securities’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 		– Sell
-2,479
Closed -$311K – 446
2022
Q2 		$311K Sell
2,479
-168
-6% -$23.1K 0.03% 330
2022
Q1 		$421K Buy
+2,647
New +$413K 0.03% 328
2021
Q2 		– Sell
-2,753
Closed -$370K – 356
2021
Q1 		$370K Buy
+2,753
New +$369K 0.03% 345
2019
Q2 		– Sell
-2,857
Closed -$235K – 266
2019
Q1 		$235K Sell
2,857
-392
-12% -$30.6K 0.05% 319
2018
Q4 		$233K Buy
3,249
+20
+0.6% +$1.55K 0.07% 283
2018
Q3 		$276K Buy
3,229
+379
+13% +$31.3K 0.07% 279
2018
Q2 		$223K Hold
2,850
– – 0.06% 318
2018
Q1 		$210K Buy
+2,850
New +$217K 0.06% 300
2014
Q4 		– Sell
-2,300
Closed -$112K – 312
2014
Q3 		$112K Buy
+2,300
New +$111K 0.06% 265

Other funds holding IWY

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return