Private Capital Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Private Capital Group’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	$23K	Hold	180	–	–	0.02%	785
2022 Q1	$29K	Hold	180	–	–	0.01%	873
2021 Q4	$31K	Hold	180	–	–	0.01%	877
2021 Q3	$28K	Hold	180	–	–	0.01%	917
2021 Q2	$27K	Hold	180	–	–	0.01%	943
2021 Q1	$24K	Hold	180	–	–	0.01%	972
2020 Q4	$24K	Buy	+180	New	+$22.7K	﹤0.01%	1100

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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Private Capital Group's IWY Position: Q2 2022 in Review

Private Capital Group held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2022 at 180 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #785.

Private Capital Group first reported a position in IWY in Q4 2020 and has held it in 7 quarters since. The position peaked at $31K in Q4 2021. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

Private Capital Group held 180 shares of iShares Russell Top 200 Growth ETF worth $23K as of Q2 2022.
Private Capital Group left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2022.
iShares Russell Top 200 Growth ETF made up 0.02% of Private Capital Group's portfolio in Q2 2022, its #785 holding.
Private Capital Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 7 quarters since.
Private Capital Group's iShares Russell Top 200 Growth ETF position peaked at $31K in Q4 2021.
271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.