Mirador Capital Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mirador Capital Partners’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 Q4	–	Sell	-2,854	Closed	-$341K	–	197
2022 Q3	$341K	Buy	2,854 +19	+0.7%	+$2.55K	0.08%	143
2022 Q2	$355K	Buy	2,835 +55	+2%	+$7.55K	0.08%	149
2022 Q1	$442K	Buy	2,780 +50	+2%	+$7.79K	0.09%	146
2021 Q4	$473K	Buy	2,730 +96	+4%	+$16K	0.1%	149
2021 Q3	$402K	Sell	2,634 -43	-2%	-$6.78K	0.09%	156
2021 Q2	$403K	Sell	2,677 -40	-1%	-$5.72K	0.09%	154
2021 Q1	$366K	Sell	2,717 -207	-7%	-$27.7K	0.09%	136
2020 Q4	$389K	Buy	2,924 +131	+5%	+$16.5K	0.11%	130
2020 Q3	$339K	Buy	+2,793	New	+$329K	0.11%	126

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

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

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

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

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

Mirador Capital Partners's IWY Position: Q4 2022 in Review

Mirador Capital Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 2,854 shares — an estimated $341K sold.

Mirador Capital Partners first reported a position in IWY in Q3 2020 and held it in 9 quarters. The position peaked at $473K in Q4 2021. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

Mirador Capital Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
Mirador Capital Partners sold 2,854 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $341K.
Mirador Capital Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 9 quarters.
Mirador Capital Partners's iShares Russell Top 200 Growth ETF position peaked at $473K in Q4 2021.
305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Mirador Capital Partners's 13F filing for Q4 2022, filed 10 Feb 2023.