RWA
IWY icon

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

Redhawk 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
2022
Q2 		– Sell
-1,290
Closed -$205K – 186
2022
Q1 		$205K Sell
1,290
-400
-24% -$62.4K 0.05% 196
2021
Q4 		$293K Buy
1,690
+80
+5% +$13.3K 0.07% 177
2021
Q3 		$246K Buy
1,610
+70
+5% +$11K 0.07% 186
2021
Q2 		$232K Sell
1,540
-1,098
-42% -$157K 0.05% 216
2021
Q1 		$355K Hold
2,638
– – 0.09% 153
2020
Q4 		$351K Buy
2,638
+70
+3% +$8.83K 0.09% 158
2020
Q3 		$312K Sell
2,568
-112
-4% -$13.2K 0.09% 163
2020
Q2 		$286K Buy
+2,680
New +$263K 0.1% 147

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return