TF
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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 $424B AUM 22.96% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TIAA FSB's IWY Position: Q2 2023 in Review

TIAA FSB reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.6% in Q2 2023, selling an estimated $22.9M and leaving 5,944,979 shares worth $943M. The position accounts for 3.41% of the portfolio, ranked #7.

TIAA FSB first reported a position in IWY in Q1 2019 and has held it in 18 quarters since. 366 funds tracked by Wall St. Rank hold IWY as of Q2 2023.

  • TIAA FSB held 5,944,979 shares of iShares Russell Top 200 Growth ETF worth $943M as of Q2 2023.
  • TIAA FSB sold 157,011 iShares Russell Top 200 Growth ETF shares in Q2 2023, an estimated $22.9M.
  • iShares Russell Top 200 Growth ETF made up 3.41% of TIAA FSB's portfolio in Q2 2023, its #7 holding.
  • TIAA FSB first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.