Millennium Management
IWY icon

Millennium Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Millennium Management’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
2024
Q3 		– Sell
-3,883
Closed -$833K – 6287
2024
Q2 		$833K Buy
+3,883
New +$774K ﹤0.01% 4232
2023
Q4 		– Sell
-3,793
Closed -$583K – 6305
2023
Q3 		$583K Buy
+3,793
New +$605K ﹤0.01% 4564

Other funds holding IWY

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Millennium Management's IWY Position: Q3 2024 in Review

Millennium Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2024, closing a stake of 3,883 shares — an estimated $833K sold.

Millennium Management first reported a position in IWY in Q3 2023 and held it in 2 quarters. The position peaked at $833K in Q2 2024. 507 funds tracked by Wall St. Rank hold IWY as of Q3 2024.

  • Millennium Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Millennium Management sold 3,883 iShares Russell Top 200 Growth ETF shares in Q3 2024, an estimated $833K.
  • Millennium Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2023 and held it in 2 quarters.
  • Millennium Management's iShares Russell Top 200 Growth ETF position peaked at $833K in Q2 2024.
  • 507 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.