WEC
IWY icon

Winslow Evans & Crocker’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Winslow Evans & Crocker’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 		$77K Hold
575
– – 0.01% 500
2020
Q3 		$70K Buy
+575
New +$67.7K 0.02% 412

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Winslow Evans & Crocker's IWY Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q4 2020 at 575 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #500.

Winslow Evans & Crocker first reported a position in IWY in Q3 2020 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold IWY as of Q4 2020.

  • Winslow Evans & Crocker held 575 shares of iShares Russell Top 200 Growth ETF worth $77K as of Q4 2020.
  • Winslow Evans & Crocker left its iShares Russell Top 200 Growth ETF share count unchanged in Q4 2020.
  • iShares Russell Top 200 Growth ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #500 holding.
  • Winslow Evans & Crocker first reported a position in iShares Russell Top 200 Growth ETF in Q3 2020 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.