Weaver Consulting Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Weaver Consulting Group’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 Q4	–	Sell	-148	Closed	-$18K	–	516
2020 Q3	$18K	Hold	148	–	–	0.01%	425
2020 Q2	$16K	Hold	148	–	–	0.01%	427
2020 Q1	$13K	Hold	148	–	–	0.01%	400
2019 Q4	$13K	Hold	148	–	–	0.01%	439
2019 Q3	$13K	Hold	148	–	–	0.01%	428
2019 Q2	$13K	Hold	148	–	–	0.01%	409
2019 Q1	$13K	Buy	+148	New	+$11.6K	﹤0.01%	854

Other funds holding IWY

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return