Mid Atlantic Financial Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mid Atlantic Financial 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 Q3	$562K	Buy	3,680 +180	+5%	+$28.4K	0.04%	420
2021 Q2	$527K	Sell	3,500 -40	-1%	-$5.72K	0.04%	445
2021 Q1	$476K	Buy	3,540 +1,439	+68%	+$193K	0.03%	449
2020 Q4	$280K	Hold	2,101	–	–	0.02%	606
2020 Q3	$263K	Buy	+2,101	New	+$247K	0.02%	568

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.66T AUM 25.57% 1-Year Est. Return

BWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mid Atlantic Financial Management's IWY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.1% in Q3 2021, buying an estimated $28.4K and bringing the position to 3,680 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #420.

Mid Atlantic Financial Management first reported a position in IWY in Q3 2020 and has held it in 5 quarters since. 240 funds tracked by Wall St. Rank hold IWY as of Q3 2021.

Mid Atlantic Financial Management held 3,680 shares of iShares Russell Top 200 Growth ETF worth $562K as of Q3 2021.
Mid Atlantic Financial Management bought 180 iShares Russell Top 200 Growth ETF shares in Q3 2021, an estimated $28.4K.
iShares Russell Top 200 Growth ETF made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #420 holding.
Mid Atlantic Financial Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 5 quarters since.
240 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.