Patriot Financial Group Insurance Agency’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-70	Closed	-$9K	–	1176
2022 Q2	$9K	Hold	70	–	–	﹤0.01%	1290
2022 Q1	$11K	Buy	70 +30	+75%	+$4.68K	﹤0.01%	1317
2021 Q4	$7K	Hold	40	–	–	﹤0.01%	1609
2021 Q3	$6K	Hold	40	–	–	﹤0.01%	1649
2021 Q2	$6K	Buy	+40	New	+$5.72K	﹤0.01%	1592

Other funds holding IWY

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

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

Patriot Financial Group Insurance Agency's IWY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2022, closing a stake of 70 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in IWY in Q2 2021 and held it in 5 quarters. The position peaked at $11K in Q1 2022. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 70 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's iShares Russell Top 200 Growth ETF position peaked at $11K in Q1 2022.
281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.