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

Scotia Capital’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
-7,521
Closed -$1.2M – 863
2022
Q1 		$1.2M Sell
7,521
-9
-0.1% -$1.4K 0.01% 483
2021
Q4 		$1.3M Sell
7,530
-216
-3% -$36K 0.01% 481
2021
Q3 		$1.18M Buy
7,746
+2,435
+46% +$384K 0.01% 488
2021
Q2 		$800K Buy
5,311
+255
+5% +$36.5K 0.01% 555
2021
Q1 		$680K Sell
5,056
-16,915
-77% -$2.27M 0.01% 558
2020
Q4 		$2.92M Buy
21,971
+392
+2% +$49.4K 0.03% 287
2020
Q3 		$2.62M Buy
21,579
+9
+0% +$1.06K 0.03% 261
2020
Q2 		$2.3M Sell
21,570
-457
-2% -$44.8K 0.03% 242
2020
Q1 		$1.85M Sell
22,027
-975
-4% -$92.8K 0.03% 256
2019
Q4 		$2.22M Buy
23,002
+2,606
+13% +$238K 0.02% 275
2019
Q3 		$1.78M Buy
20,396
+858
+4% +$74.8K 0.02% 300
2019
Q2 		$1.68M Buy
19,538
+866
+5% +$72.8K 0.02% 313
2019
Q1 		$1.53M Sell
18,672
-2,047
-10% -$160K 0.02% 322
2018
Q4 		$1.49M Buy
20,719
+2,820
+16% +$218K 0.02% 308
2018
Q3 		$1.53M Buy
17,899
+1,939
+12% +$160K 0.02% 325
2018
Q2 		$1.15M Buy
15,960
+110
+0.7% +$8.43K 0.02% 362
2018
Q1 		$1.15M Sell
15,850
-2,043
-11% -$156K 0.02% 372
2017
Q4 		$1.28M Buy
17,893
+418
+2% +$29.8K 0.02% 365
2017
Q3 		$1.16M Buy
17,475
+4,505
+35% +$300K 0.02% 365
2017
Q2 		$817K Buy
12,970
+507
+4% +$32.2K 0.01% 407
2017
Q1 		$768K Buy
12,463
+4,335
+53% +$259K 0.01% 437
2016
Q4 		$458K Buy
8,128
+958
+13% +$53.4K 0.01% 588
2016
Q3 		$400K Buy
+7,170
New +$400K 0.01% 598

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Scotia Capital's IWY Position: Q2 2022 in Review

Scotia Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 7,521 shares — an estimated $1.2M sold.

Scotia Capital first reported a position in IWY in Q3 2016 and held it in 23 quarters. The position peaked at $2.92M in Q4 2020. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Scotia Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Scotia Capital sold 7,521 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $1.2M.
  • Scotia Capital first reported a position in iShares Russell Top 200 Growth ETF in Q3 2016 and held it in 23 quarters.
  • Scotia Capital's iShares Russell Top 200 Growth ETF position peaked at $2.92M in Q4 2020.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Scotia Capital's 13F filing for Q2 2022, filed 5 Aug 2022.