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InterOcean Capital Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

InterOcean Capital Group’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
-1,732
Closed -$266K – 487
2023
Q3 		$266K Buy
+1,732
New +$276K 0.01% 370

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

InterOcean Capital Group's IWY Position: Q4 2023 in Review

InterOcean Capital Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 1,732 shares — an estimated $266K sold.

InterOcean Capital Group first reported a position in IWY in Q3 2023 and held it in 1 quarter. The position peaked at $266K in Q3 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • InterOcean Capital Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 1,732 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $266K.
  • InterOcean Capital Group first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 1 quarter.
  • InterOcean Capital Group's iShares Russell Top 200 Growth ETF position peaked at $266K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on InterOcean Capital Group's 13F filing for Q4 2023, filed 9 Feb 2024.