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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Main Street Research's IWY Position: Q2 2022 in Review

Main Street Research sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 1,508 shares — an estimated $240K sold.

Main Street Research first reported a position in IWY in Q4 2017 and held it in 9 quarters. The position peaked at $305K in Q3 2021. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

Main Street Research reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
Main Street Research sold 1,508 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $240K.
Main Street Research first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and held it in 9 quarters.
Main Street Research's iShares Russell Top 200 Growth ETF position peaked at $305K in Q3 2021.
271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Main Street Research's 13F filing for Q2 2022, filed 12 Aug 2022.