TIAA FSB’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

TIAA FSB’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 Q2	$943M	Sell	5,944,979 -157,011	-3%	-$22.9M	3.41%	7
2023 Q1	$848M	Buy	6,101,990 +625,187	+11%	+$81.2M	3.15%	7
2022 Q4	$660M	Buy	5,476,803 +93,481	+2%	+$11.6M	2.6%	8
2022 Q3	$643M	Buy	5,383,322 +321,191	+6%	+$43.1M	2.76%	8
2022 Q2	$634M	Buy	5,062,131 +2,439,111	+93%	+$335M	2.5%	9
2022 Q1	$415M	Buy	2,623,020 +614,039	+31%	+$95.7M	1.44%	16
2021 Q4	$347M	Sell	2,008,981 -13,751	-0.7%	-$2.29M	1.14%	22
2021 Q3	$309M	Buy	2,022,732 +189,750	+10%	+$29.9M	1.07%	22
2021 Q2	$276M	Sell	1,832,982 -7,018	-0.4%	-$1M	0.95%	24
2021 Q1	$248M	Buy	1,840,000 +661,089	+56%	+$88.6M	0.89%	25
2020 Q4	$157M	Sell	1,178,911 -193,263	-14%	-$24.4M	0.59%	34
2020 Q3	$167M	Buy	1,372,174 +24,411	+2%	+$2.88M	0.74%	30
2020 Q2	$144M	Buy	1,347,763 +640,928	+91%	+$62.8M	0.68%	32
2020 Q1	$59.5M	Buy	706,835 +359,535	+104%	+$34.2M	0.34%	40
2019 Q4	$33.5M	Buy	347,300 +4,391	+1%	+$401K	0.16%	64
2019 Q3	$29.9M	Buy	342,909 +23,336	+7%	+$2.04M	0.16%	63
2019 Q2	$27.4M	Buy	319,573 +50,026	+19%	+$4.21M	0.15%	65
2019 Q1	$22.2M	Buy	+269,547	New	+$21.1M	0.18%	69

Other funds holding IWY

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return