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Simplicity Solutions’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Simplicity Solutions’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
2023
Q4 		$629K Buy
3,591
+1,552
+76% +$255K 0.02% 585
2023
Q3 		$314K Sell
2,039
-107,055
-98% -$17.1M 0.01% 750
2023
Q2 		$17.3M Buy
109,094
+106,688
+4,434% +$15.6M 0.47% 39
2023
Q1 		$334K Buy
2,406
+324
+16% +$42.1K 0.01% 812
2022
Q4 		$251K Sell
2,082
-46
-2% -$5.72K 0.03% 537
2022
Q3 		$254K Sell
2,128
-45,628
-96% -$6.12M 0.04% 516
2022
Q2 		$5.98M Buy
47,756
+46,080
+2,749% +$6.32M 0.78% 22
2022
Q1 		$266K Buy
+1,676
New +$261K 0.03% 504
2021
Q4 		– Sell
-2,463
Closed -$376K – 538
2021
Q3 		$376K Sell
2,463
-2,021
-45% -$319K 0.06% 343
2021
Q2 		$675K Sell
4,484
-3,194
-42% -$457K 0.13% 170
2021
Q1 		$1.03M Sell
7,678
-1,304,523
-99% -$175M 0.23% 98
2020
Q4 		$175M Sell
1,312,201
-55,067
-4% -$6.94M 2.59% 3
2020
Q3 		$166M Sell
1,367,268
-238,394
-15% -$28.1M 3.05% 3
2020
Q2 		$171M Buy
1,605,662
+356,925
+29% +$35M 3.39% 3
2020
Q1 		$105M Sell
1,248,737
-54,235
-4% -$5.16M 3.24% 3
2019
Q4 		$126M Buy
1,302,972
+116,758
+10% +$10.7M 3.83% 2
2019
Q3 		$103M Buy
1,186,214
+27,436
+2% +$2.39M 4.2% 2
2019
Q2 		$99.4M Buy
1,158,778
+627,079
+118% +$52.8M 4.26% 2
2019
Q1 		$43.7M Buy
531,699
+519,041
+4,100% +$40.6M 2.61% 3
2018
Q4 		$908K Sell
12,658
-881,296
-99% -$68.2M 0.12% 198
2018
Q3 		$76.4M Buy
893,954
+254,782
+40% +$21M 4.36% 2
2018
Q2 		$50.1M Buy
639,172
+130,566
+26% +$10M 3.61% 4
2018
Q1 		$37.5M Buy
508,606
+122,403
+32% +$9.33M 3.24% 5
2017
Q4 		$28.3M Buy
386,203
+380,958
+7,263% +$27.1M 2.74% 5
2017
Q3 		$356K Sell
5,245
-227,492
-98% -$15.1M 0.24% 124
2017
Q2 		$15M Buy
232,737
+69,136
+42% +$4.4M 1.77% 6
2017
Q1 		$10.1M Buy
163,601
+114,082
+230% +$6.82M 1.55% 8
2016
Q4 		$2.79M Buy
49,519
+35,716
+259% +$1.99M 0.64% 27
2016
Q3 		$771K Buy
+13,803
New +$770K 0.38% 57

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simplicity Solutions's IWY Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Russell Top 200 Growth ETF (IWY) stake by 76% in Q4 2023, buying an estimated $255K and bringing the position to 3,591 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #585.

Simplicity Solutions first reported a position in IWY in Q3 2016 and has held it in 29 quarters since. The position peaked at $175M in Q4 2020. 424 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • Simplicity Solutions held 3,591 shares of iShares Russell Top 200 Growth ETF worth $629K as of Q4 2023.
  • Simplicity Solutions bought 1,552 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $255K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #585 holding.
  • Simplicity Solutions first reported a position in iShares Russell Top 200 Growth ETF in Q3 2016 and has held it in 29 quarters since.
  • Simplicity Solutions's iShares Russell Top 200 Growth ETF position peaked at $175M in Q4 2020.
  • 424 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.