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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

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FCBT
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AWM
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Morgan Stanley
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return