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Pinnacle Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Pinnacle Private Wealth’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
Q2 		$285K Buy
2,272
+189
+9% +$25.9K 0.11% 202
2022
Q1 		$331K Sell
2,083
-125
-6% -$19.5K 0.1% 206
2021
Q4 		$383K Buy
+2,208
New +$368K 0.12% 182

Other funds holding IWY

Envestnet Asset Management
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
TF
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Pinnacle Private Wealth's IWY Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Russell Top 200 Growth ETF (IWY) stake by 9.1% in Q2 2022, buying an estimated $25.9K and bringing the position to 2,272 shares worth $285K. The position accounts for 0.11% of the portfolio, ranked #202.

Pinnacle Private Wealth first reported a position in IWY in Q4 2021 and has held it in 3 quarters since. The position peaked at $383K in Q4 2021. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Pinnacle Private Wealth held 2,272 shares of iShares Russell Top 200 Growth ETF worth $285K as of Q2 2022.
  • Pinnacle Private Wealth bought 189 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $25.9K.
  • iShares Russell Top 200 Growth ETF made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #202 holding.
  • Pinnacle Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $383K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.