BAAM
IWY icon

Baker Avenue Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-379
Closed -$58.3K – 929
2023
Q3 		$58.3K Buy
+379
New +$60.5K ﹤0.01% 498

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baker Avenue Asset Management's IWY Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 379 shares — an estimated $58.3K sold.

Baker Avenue Asset Management first reported a position in IWY in Q3 2023 and held it in 1 quarter. The position peaked at $58.3K in Q3 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 379 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $58.3K.
  • Baker Avenue Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares Russell Top 200 Growth ETF position peaked at $58.3K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.