U.S. Capital Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

U.S. Capital Wealth Advisors’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 Q4	–	Sell	-1,384	Closed	-$213K	–	680
2023 Q3	$213K	Sell	1,384 -20	-1%	-$3.19K	0.01%	585
2023 Q2	$223K	Buy	+1,404	New	+$205K	0.01%	605
2023 Q1	–	Sell	-1,202	Closed	-$145K	–	1085
2022 Q4	$145K	Buy	+1,202	New	+$149K	0.01%	670
2022 Q1	–	Sell	-1,202	Closed	-$208K	–	729
2021 Q4	$208K	Buy	+1,202	New	+$200K	0.01%	678

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 19.28% 1-Year Est. Return

FCBT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

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

U.S. Capital Wealth Advisors's IWY Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 1,384 shares — an estimated $213K sold.

U.S. Capital Wealth Advisors first reported a position in IWY in Q4 2021 and held it in 4 quarters. The position peaked at $223K in Q2 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 1,384 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $213K.
U.S. Capital Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $223K in Q2 2023.
425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.