Bank Julius Baer & Co
IWY icon

Bank Julius Baer & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Bank Julius Baer & Co’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
-2,192
Closed -$337K – 559
2023
Q3 		$337K Buy
+2,192
New +$350K ﹤0.01% 354

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Commonwealth Equity Services
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Ameriprise
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AWM
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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

Bank Julius Baer & Co's IWY Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 2,192 shares — an estimated $337K sold.

Bank Julius Baer & Co first reported a position in IWY in Q3 2023 and held it in 1 quarter. The position peaked at $337K in Q3 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,192 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $337K.
  • Bank Julius Baer & Co first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Bank Julius Baer & Co's iShares Russell Top 200 Growth ETF position peaked at $337K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.