MSR
IWY icon

Main Street Research’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Main Street Research’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
Q2 		– Sell
-1,508
Closed -$240K – 103
2022
Q1 		$240K Hold
1,508
– – 0.02% 107
2021
Q4 		$261K Sell
1,508
-492
-25% -$82K 0.02% 118
2021
Q3 		$305K Hold
2,000
– – 0.03% 104
2021
Q2 		$301K Hold
2,000
– – 0.02% 110
2021
Q1 		$269K Hold
2,000
– – 0.03% 108
2020
Q4 		$266K Hold
2,000
– – 0.03% 102
2020
Q3 		$243K Hold
2,000
– – 0.03% 96
2020
Q2 		$213K Buy
+2,000
New +$196K 0.03% 93
2018
Q1 		– Sell
-2,918
Closed -$213K – 120
2017
Q4 		$213K Buy
+2,918
New +$208K 0.03% 105

Other funds holding IWY

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FCBT
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TF
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return