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Novak Financial Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Novak Financial Planning’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
Q2 		$3.85M Buy
25,570
+874
+4% +$125K 1.89% 12
2021
Q1 		$3.32M Buy
24,696
+474
+2% +$63.5K 1.82% 12
2020
Q4 		$3.22M Buy
+24,222
New +$3.05M 1.9% 13

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Novak Financial Planning's IWY Position: Q2 2021 in Review

Novak Financial Planning increased its iShares Russell Top 200 Growth ETF (IWY) stake by 3.5% in Q2 2021, buying an estimated $125K and bringing the position to 25,570 shares worth $3.85M. The position accounts for 1.89% of the portfolio, ranked #12.

Novak Financial Planning first reported a position in IWY in Q4 2020 and has held it in 3 quarters since. 223 funds tracked by Wall St. Rank hold IWY as of Q2 2021.

  • Novak Financial Planning held 25,570 shares of iShares Russell Top 200 Growth ETF worth $3.85M as of Q2 2021.
  • Novak Financial Planning bought 874 iShares Russell Top 200 Growth ETF shares in Q2 2021, an estimated $125K.
  • iShares Russell Top 200 Growth ETF made up 1.89% of Novak Financial Planning's portfolio in Q2 2021, its #12 holding.
  • Novak Financial Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • 223 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.