Tranquility Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tranquility Partners’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 Q3	–	Sell	-2,181	Closed	-$346K	–	222
2023 Q2	$346K	Buy	2,181 +1	+0%	+$146	0.15%	149
2023 Q1	$303K	Buy	2,180 +1	+0%	+$130	0.14%	152
2022 Q4	$263K	Buy	2,179 +1	+0%	+$124	0.13%	159
2022 Q3	$260K	Buy	2,178 +252	+13%	+$33.8K	0.14%	149
2022 Q2	$241K	Hold	1,926	–	–	0.12%	177
2022 Q1	$306K	Hold	1,926	–	–	0.14%	156
2021 Q4	$334K	Buy	1,926 +1	+0.1%	+$167	0.15%	145
2021 Q3	$294K	Buy	1,925 +303	+19%	+$47.8K	0.15%	161
2021 Q2	$244K	Buy	1,622 +89	+6%	+$12.7K	0.14%	175
2021 Q1	$206K	Hold	1,533	–	–	0.13%	177
2020 Q4	$204K	Buy	+1,533	New	+$193K	0.14%	159

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 $18.1B AUM 15% 1-Year Est. Return

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

Commonwealth Equity Services

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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