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IWY icon

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

Signify Wealth’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
-25,357
Closed -$4.03M – 26
2022
Q1 		$4.03M Buy
+25,357
New +$3.95M 2.7% 12

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

Signify Wealth's IWY Position: Q2 2022 in Review

Signify Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 25,357 shares — an estimated $4.03M sold.

Signify Wealth first reported a position in IWY in Q1 2022 and held it in 1 quarter. The position peaked at $4.03M in Q1 2022. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Signify Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Signify Wealth sold 25,357 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $4.03M.
  • Signify Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q1 2022 and held it in 1 quarter.
  • Signify Wealth's iShares Russell Top 200 Growth ETF position peaked at $4.03M in Q1 2022.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Signify Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.