RWB
IWY icon

RMR Wealth Builders’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-81
Closed -$11K – 429
2021
Q1 		$11K Buy
+81
New +$10.9K ﹤0.01% 589

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RMR Wealth Builders's IWY Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2021, closing a stake of 81 shares — an estimated $11K sold.

RMR Wealth Builders first reported a position in IWY in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 223 funds tracked by Wall St. Rank hold IWY as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 81 iShares Russell Top 200 Growth ETF shares in Q2 2021, an estimated $11K.
  • RMR Wealth Builders first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares Russell Top 200 Growth ETF position peaked at $11K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.