Parametric Portfolio Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Parametric Portfolio Associates’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 Q1	$1.15M	Sell	7,257 -38	-0.5%	-$5.92K	﹤0.01%	2717
2021 Q4	$1.26M	Sell	7,295 -104	-1%	-$17.3K	﹤0.01%	2685
2021 Q3	$1.13M	Buy	7,399 +14	+0.2%	+$2.21K	﹤0.01%	2750
2021 Q2	$1.11M	Buy	7,385 +503	+7%	+$72K	﹤0.01%	2719
2021 Q1	$926K	Buy	6,882 +198	+3%	+$26.5K	﹤0.01%	3202
2020 Q4	$889K	Buy	6,684 +302	+5%	+$38.1K	﹤0.01%	3108
2020 Q3	$775K	Sell	6,382 -351	-5%	-$41.3K	﹤0.01%	3063
2020 Q2	$718K	Buy	6,733 +1,205	+22%	+$118K	﹤0.01%	3092
2020 Q1	$466K	Sell	5,528 -2,398	-30%	-$228K	﹤0.01%	3198
2019 Q4	$765K	Buy	7,926 +1,507	+23%	+$138K	﹤0.01%	3197
2019 Q3	$559K	Buy	6,419 +1,627	+34%	+$142K	﹤0.01%	3298
2019 Q2	$411K	Sell	4,792 -1,503	-24%	-$126K	﹤0.01%	3450
2019 Q1	$518K	Buy	+6,295	New	+$492K	﹤0.01%	3318

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

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

Parametric Portfolio Associates's IWY Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.52% in Q1 2022, selling an estimated $5.92K and leaving 7,257 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2717.

Parametric Portfolio Associates first reported a position in IWY in Q1 2019 and has held it in 13 quarters since. The position peaked at $1.26M in Q4 2021. 274 funds tracked by Wall St. Rank hold IWY as of Q1 2022.

Parametric Portfolio Associates held 7,257 shares of iShares Russell Top 200 Growth ETF worth $1.15M as of Q1 2022.
Parametric Portfolio Associates sold 38 iShares Russell Top 200 Growth ETF shares in Q1 2022, an estimated $5.92K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #2717 holding.
Parametric Portfolio Associates first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 13 quarters since.
Parametric Portfolio Associates's iShares Russell Top 200 Growth ETF position peaked at $1.26M in Q4 2021.
274 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.