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United Capital Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

United Capital Financial Advisors’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,212
Closed -$210K – 1189
2021
Q4 		$210K Buy
+1,212
New +$210K ﹤0.01% 1136