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Perella Weinberg Partners Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Perella Weinberg Partners Capital 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
2019
Q3 		– Sell
-87,700
Closed -$3.72M – 95
2019
Q2 		$3.72M Hold
87,700
– – 0.16% 124
2019
Q1 		$3.72M Buy
+87,700
New +$6.85M 0.18% 116

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Perella Weinberg Partners Capital Management's IWY Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2019, closing a stake of 87,700 shares — an estimated $3.72M sold.

Perella Weinberg Partners Capital Management first reported a position in IWY in Q1 2019 and held it in 2 quarters. The position peaked at $3.72M in Q2 2019. 124 funds tracked by Wall St. Rank hold IWY as of Q3 2019.

  • Perella Weinberg Partners Capital Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 87,700 iShares Russell Top 200 Growth ETF shares in Q3 2019, an estimated $3.72M.
  • Perella Weinberg Partners Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 2 quarters.
  • Perella Weinberg Partners Capital Management's iShares Russell Top 200 Growth ETF position peaked at $3.72M in Q2 2019.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.