Reilly Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Reilly Financial 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
2021 Q4	$173K	Hold	1,000	–	–	0.01%	222
2021 Q3	$153K	Hold	1,000	–	–	0.01%	221
2021 Q2	$151K	Hold	1,000	–	–	0.01%	232
2021 Q1	$135K	Hold	1,000	–	–	0.01%	237
2020 Q4	$133K	Hold	1,000	–	–	0.01%	224
2020 Q3	$121K	Hold	1,000	–	–	0.01%	215
2020 Q2	$107K	Buy	+1,000	New	+$98K	0.01%	220

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.66T AUM 25.57% 1-Year Est. Return

BWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Reilly Financial Advisors's IWY Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q4 2021 at 1,000 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #222.

Reilly Financial Advisors first reported a position in IWY in Q2 2020 and has held it in 7 quarters since. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

Reilly Financial Advisors held 1,000 shares of iShares Russell Top 200 Growth ETF worth $173K as of Q4 2021.
Reilly Financial Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q4 2021.
iShares Russell Top 200 Growth ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #222 holding.
Reilly Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 7 quarters since.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.