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Spotlight Asset Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Spotlight Asset Group’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
2020
Q4 		– Sell
-4,788
Closed -$581K – 150
2020
Q3 		$581K Buy
+4,788
New +$564K 0.23% 71

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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Spotlight Asset Group's IWY Position: Q4 2020 in Review

Spotlight Asset Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 4,788 shares — an estimated $581K sold.

Spotlight Asset Group first reported a position in IWY in Q3 2020 and held it in 1 quarter. The position peaked at $581K in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

  • Spotlight Asset Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 4,788 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $581K.
  • Spotlight Asset Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 1 quarter.
  • Spotlight Asset Group's iShares Russell Top 200 Growth ETF position peaked at $581K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Spotlight Asset Group's 13F filing for Q4 2020, filed 8 Feb 2021.