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 Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tranquility Partners's IWY Position: Q3 2023 in Review

Tranquility Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 2,181 shares — an estimated $346K sold.

Tranquility Partners first reported a position in IWY in Q4 2020 and held it in 11 quarters. The position peaked at $346K in Q2 2023. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

Tranquility Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
Tranquility Partners sold 2,181 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $346K.
Tranquility Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and held it in 11 quarters.
Tranquility Partners's iShares Russell Top 200 Growth ETF position peaked at $346K in Q2 2023.
380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on Tranquility Partners's 13F filing for Q3 2023, filed 31 Oct 2023.