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One Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

One Wealth Advisors’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
2023
Q1 		– Sell
-376
Closed -$45.3K – 405
2022
Q4 		$45.3K Buy
+376
New +$46.7K 0.01% 432

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

One Wealth Advisors's IWY Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2023, closing a stake of 376 shares — an estimated $45.3K sold.

One Wealth Advisors first reported a position in IWY in Q4 2022 and held it in 1 quarter. The position peaked at $45.3K in Q4 2022. 329 funds tracked by Wall St. Rank hold IWY as of Q1 2023.

  • One Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 376 iShares Russell Top 200 Growth ETF shares in Q1 2023, an estimated $45.3K.
  • One Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and held it in 1 quarter.
  • One Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $45.3K in Q4 2022.
  • 329 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.