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

Legacy Capital Group California’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
-2,067
Closed -$318K – 291
2023
Q3 		$318K Buy
+2,067
New +$330K 0.14% 202

Other funds holding IWY

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Envestnet Portfolio Solutions
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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

Legacy Capital Group California's IWY Position: Q4 2023 in Review

Legacy Capital Group California sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 2,067 shares — an estimated $318K sold.

Legacy Capital Group California first reported a position in IWY in Q3 2023 and held it in 1 quarter. The position peaked at $318K in Q3 2023. 424 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • Legacy Capital Group California reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 2,067 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $318K.
  • Legacy Capital Group California first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Capital Group California's iShares Russell Top 200 Growth ETF position peaked at $318K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.