Welch & Forbes’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Welch & Forbes’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
2021 Q4	–	Sell	-2,500	Closed	-$382K	–	394
2021 Q3	$382K	Hold	2,500	–	–	0.01%	308
2021 Q2	$377K	Sell	2,500 -2,558	-51%	-$366K	0.01%	321
2021 Q1	$681K	Sell	5,058 -3	-0.1%	-$402	0.01%	248
2020 Q4	$673K	Hold	5,061	–	–	0.01%	246
2020 Q3	$614K	Buy	+5,061	New	+$596K	0.01%	232
2016 Q1	–	Sell	-5,686	Closed	-$304K	–	354
2015 Q4	$304K	Buy	+5,686	New	+$304K	0.01%	271

Other funds holding IWY

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

FCBT

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

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

AWM

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

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

BWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Welch & Forbes's IWY Position: Q4 2021 in Review

Welch & Forbes sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2021, closing a stake of 2,500 shares — an estimated $382K sold.

Welch & Forbes first reported a position in IWY in Q4 2015 and held it in 6 quarters. The position peaked at $681K in Q1 2021. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

Welch & Forbes reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2021 after selling out during the quarter.
Welch & Forbes sold 2,500 iShares Russell Top 200 Growth ETF shares in Q4 2021, an estimated $382K.
Welch & Forbes first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and held it in 6 quarters.
Welch & Forbes's iShares Russell Top 200 Growth ETF position peaked at $681K in Q1 2021.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.