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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $21.5B AUM 26.98% 1-Year Est. Return

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

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

M Holdings Securities's IWY Position: Q3 2022 in Review

M Holdings Securities sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2022, closing a stake of 2,479 shares — an estimated $311K sold.

M Holdings Securities first reported a position in IWY in Q3 2014 and held it in 9 quarters. The position peaked at $421K in Q1 2022. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

M Holdings Securities reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2022 after selling out during the quarter.
M Holdings Securities sold 2,479 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $311K.
M Holdings Securities first reported a position in iShares Russell Top 200 Growth ETF in Q3 2014 and held it in 9 quarters.
M Holdings Securities's iShares Russell Top 200 Growth ETF position peaked at $421K in Q1 2022.
281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on M Holdings Securities's 13F filing for Q3 2022, filed 17 Nov 2022.