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IWY icon

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

TRUADVICE’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
2021
Q3 		– Sell
-23,128
Closed -$3.64M – 207
2021
Q2 		$3.64M Buy
23,128
+18,074
+358% +$2.59M 0.8% 30
2021
Q1 		$732K Sell
5,054
-1,320
-21% -$177K 0.22% 99
2020
Q4 		$856K Buy
6,374
+1,185
+23% +$149K 0.26% 95
2020
Q3 		$635K Buy
+5,189
New +$611K 0.26% 93

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRUADVICE's IWY Position: Q3 2021 in Review

TRUADVICE sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2021, closing a stake of 23,128 shares — an estimated $3.64M sold.

TRUADVICE first reported a position in IWY in Q3 2020 and held it in 4 quarters. The position peaked at $3.64M in Q2 2021. 240 funds tracked by Wall St. Rank hold IWY as of Q3 2021.

  • TRUADVICE reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 23,128 iShares Russell Top 200 Growth ETF shares in Q3 2021, an estimated $3.64M.
  • TRUADVICE first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's iShares Russell Top 200 Growth ETF position peaked at $3.64M in Q2 2021.
  • 240 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.