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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

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Wealth Management Associates's IWY Position: Q1 2020 in Review

Wealth Management Associates sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2020, closing a stake of 6,618 shares — an estimated $639K sold.

Wealth Management Associates first reported a position in IWY in Q1 2019 and held it in 4 quarters. The position peaked at $639K in Q4 2019. 145 funds tracked by Wall St. Rank hold IWY as of Q1 2020.

  • Wealth Management Associates reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Management Associates sold 6,618 iShares Russell Top 200 Growth ETF shares in Q1 2020, an estimated $639K.
  • Wealth Management Associates first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 4 quarters.
  • Wealth Management Associates's iShares Russell Top 200 Growth ETF position peaked at $639K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.