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

Vigilant 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
2022
Q2 		– Sell
-110
Closed -$17K – 613
2022
Q1 		$17K Hold
110
– – ﹤0.01% 389
2021
Q4 		$19K Sell
110
-20
-15% -$3.33K ﹤0.01% 409
2021
Q3 		$20K Hold
130
– – ﹤0.01% 363
2021
Q2 		$20K Hold
130
– – ﹤0.01% 336
2021
Q1 		$17K Buy
+130
New +$17.4K ﹤0.01% 305

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Vigilant Capital Management's IWY Position: Q2 2022 in Review

Vigilant Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2022, closing a stake of 110 shares — an estimated $17K sold.

Vigilant Capital Management first reported a position in IWY in Q1 2021 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 271 funds tracked by Wall St. Rank hold IWY as of Q2 2022.

  • Vigilant Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 110 iShares Russell Top 200 Growth ETF shares in Q2 2022, an estimated $17K.
  • Vigilant Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and held it in 5 quarters.
  • Vigilant Capital Management's iShares Russell Top 200 Growth ETF position peaked at $20K in Q3 2021.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2022.

Based on Vigilant Capital Management's 13F filing for Q2 2022, filed 6 Jul 2022.