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McCarthy Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

McCarthy Asset 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
2021
Q1 		– Sell
-2
Closed – – 386
2020
Q4 		$0 Buy
+2
New +$252 ﹤0.01% 354

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McCarthy Asset Management's IWY Position: Q1 2021 in Review

McCarthy Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2021, closing a stake of 2 shares.

McCarthy Asset Management first reported a position in IWY in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 210 funds tracked by Wall St. Rank hold IWY as of Q1 2021.

  • McCarthy Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2021 after selling out during the quarter.
  • McCarthy Asset Management sold 2 iShares Russell Top 200 Growth ETF shares in Q1 2021.
  • McCarthy Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 1 quarter.
  • McCarthy Asset Management's iShares Russell Top 200 Growth ETF position peaked at $0 in Q4 2020.
  • 210 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2021.

Based on McCarthy Asset Management's 13F filing for Q1 2021, filed 13 May 2021.