Wealth Management Associates’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wealth Management Associates’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
2020 Q1	–	Sell	-6,618	Closed	-$639K	–	136
2019 Q4	$639K	Buy	6,618 +237	+4%	+$21.6K	0.46%	53
2019 Q3	$556K	Buy	6,381 +150	+2%	+$13.1K	0.45%	53
2019 Q2	$535K	Buy	6,231 +643	+12%	+$54.1K	0.53%	43
2019 Q1	$460K	Buy	+5,588	New	+$437K	0.5%	50

Other funds holding IWY

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return