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Koesten Hirschmann & Crabtree’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Koesten Hirschmann & Crabtree’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
Q2 		– Sell
-30
Closed -$4.17K – 210
2023
Q1 		$4.17K Buy
+30
New +$3.9K ﹤0.01% 141

Other funds holding IWY

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IWY Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2023, closing a stake of 30 shares — an estimated $4.17K sold.

Koesten Hirschmann & Crabtree first reported a position in IWY in Q1 2023 and held it in 1 quarter. The position peaked at $4.17K in Q1 2023. 366 funds tracked by Wall St. Rank hold IWY as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 30 iShares Russell Top 200 Growth ETF shares in Q2 2023, an estimated $4.17K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares Russell Top 200 Growth ETF position peaked at $4.17K in Q1 2023.
  • 366 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.