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

Resolute Financial’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
Q4 		$439K Sell
3,639
-259
-7% -$32.2K 0.37% 64
2022
Q3 		$466K Buy
3,898
+7
+0.2% +$940 0.44% 54
2022
Q2 		$487K Sell
3,891
-1,185
-23% -$163K 0.42% 56
2022
Q1 		$806K Sell
5,076
-17
-0.3% -$2.65K 0.66% 36
2021
Q4 		$883K Buy
+5,093
New +$848K 0.66% 36

Other funds holding IWY

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Resolute Financial's IWY Position: Q4 2022 in Review

Resolute Financial reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 6.6% in Q4 2022, selling an estimated $32.2K and leaving 3,639 shares worth $439K. The position accounts for 0.37% of the portfolio, ranked #64.

Resolute Financial first reported a position in IWY in Q4 2021 and has held it in 5 quarters since. The position peaked at $883K in Q4 2021. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

  • Resolute Financial held 3,639 shares of iShares Russell Top 200 Growth ETF worth $439K as of Q4 2022.
  • Resolute Financial sold 259 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $32.2K.
  • iShares Russell Top 200 Growth ETF made up 0.37% of Resolute Financial's portfolio in Q4 2022, its #64 holding.
  • Resolute Financial first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Russell Top 200 Growth ETF position peaked at $883K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.