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WealthSource Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

WealthSource Partners’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
Q1 		– Sell
-2,139
Closed -$371K – 601
2021
Q4 		$371K Sell
2,139
-1,691
-44% -$282K 0.03% 371
2021
Q3 		$585K Buy
+3,830
New +$604K 0.05% 263
2020
Q4 		– Sell
-3,342
Closed -$406K – 395
2020
Q3 		$406K Sell
3,342
-812
-20% -$95.6K 0.05% 221
2020
Q2 		$443K Buy
+4,154
New +$407K 0.06% 199

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
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WealthSource Partners's IWY Position: Q1 2022 in Review

WealthSource Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2022, closing a stake of 2,139 shares — an estimated $371K sold.

WealthSource Partners first reported a position in IWY in Q2 2020 and held it in 4 quarters. The position peaked at $585K in Q3 2021. 274 funds tracked by Wall St. Rank hold IWY as of Q1 2022.

  • WealthSource Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 2,139 iShares Russell Top 200 Growth ETF shares in Q1 2022, an estimated $371K.
  • WealthSource Partners first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and held it in 4 quarters.
  • WealthSource Partners's iShares Russell Top 200 Growth ETF position peaked at $585K in Q3 2021.
  • 274 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.