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Nachman Norwood & Parrott’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Nachman Norwood & Parrott’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
2020
Q4 		– Sell
-68
Closed -$8K – 647
2020
Q3 		$8K Buy
+68
New +$8.01K ﹤0.01% 820

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Nachman Norwood & Parrott's IWY Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 68 shares — an estimated $8K sold.

Nachman Norwood & Parrott first reported a position in IWY in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 68 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $8K.
  • Nachman Norwood & Parrott first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's iShares Russell Top 200 Growth ETF position peaked at $8K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.