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FNY Investment Advisers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FNY Investment Advisers’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
-300
Closed -$46K – 616
2023
Q3 		$46K Buy
+300
New +$47.9K 0.03% 231

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FNY Investment Advisers's IWY Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 300 shares — an estimated $46K sold.

FNY Investment Advisers first reported a position in IWY in Q3 2023 and held it in 1 quarter. The position peaked at $46K in Q3 2023. 424 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 300 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $46K.
  • FNY Investment Advisers first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares Russell Top 200 Growth ETF position peaked at $46K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.