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Trilogy Capital’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Trilogy Capital’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
Q3 		– Sell
-161,827
Closed -$18.5M – 136
2020
Q2 		$18.5M Sell
161,827
-22,794
-12% -$2.23M 1.83% 16
2020
Q1 		$17.5M Buy
+184,621
New +$17.6M 1.94% 14

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Trilogy Capital's IWY Position: Q3 2020 in Review

Trilogy Capital sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2020, closing a stake of 161,827 shares — an estimated $18.5M sold.

Trilogy Capital first reported a position in IWY in Q1 2020 and held it in 2 quarters. The position peaked at $18.5M in Q2 2020. 188 funds tracked by Wall St. Rank hold IWY as of Q3 2020.

  • Trilogy Capital reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Trilogy Capital sold 161,827 iShares Russell Top 200 Growth ETF shares in Q3 2020, an estimated $18.5M.
  • Trilogy Capital first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and held it in 2 quarters.
  • Trilogy Capital's iShares Russell Top 200 Growth ETF position peaked at $18.5M in Q2 2020.
  • 188 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2020.

Based on Trilogy Capital's 13F filing for Q3 2020, filed 16 Nov 2020.