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

True Capital Management’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
Q1 		$325K Sell
2,338
-286
-11% -$37.1K 0.22% 89
2022
Q4 		$316K Buy
+2,624
New +$326K 0.26% 86

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

True Capital Management's IWY Position: Q1 2023 in Review

True Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q1 2023, selling an estimated $37.1K and leaving 2,338 shares worth $325K. The position accounts for 0.22% of the portfolio, ranked #89.

True Capital Management first reported a position in IWY in Q4 2022 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold IWY as of Q1 2023.

  • True Capital Management held 2,338 shares of iShares Russell Top 200 Growth ETF worth $325K as of Q1 2023.
  • True Capital Management sold 286 iShares Russell Top 200 Growth ETF shares in Q1 2023, an estimated $37.1K.
  • iShares Russell Top 200 Growth ETF made up 0.22% of True Capital Management's portfolio in Q1 2023, its #89 holding.
  • True Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.