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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 $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
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Weaver Consulting Group's IWY Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2020, closing a stake of 148 shares — an estimated $18K sold.

Weaver Consulting Group first reported a position in IWY in Q1 2019 and held it in 7 quarters. The position peaked at $18K in Q3 2020. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 148 iShares Russell Top 200 Growth ETF shares in Q4 2020, an estimated $18K.
  • Weaver Consulting Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Russell Top 200 Growth ETF position peaked at $18K in Q3 2020.
  • 204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.