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Private Capital Management (Colorado)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Private Capital Management (Colorado)’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
Q2 		– Sell
-2
Closed -$391 – 258
2024
Q1 		$391 Buy
+2
New +$374 ﹤0.01% 256

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Bank of America
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Morgan Stanley
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Mariner
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CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Private Capital Management (Colorado)'s IWY Position: Q2 2024 in Review

Private Capital Management (Colorado) sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2024, closing a stake of 2 shares — an estimated $391 sold.

Private Capital Management (Colorado) first reported a position in IWY in Q1 2024 and held it in 1 quarter. The position peaked at $391 in Q1 2024. 503 funds tracked by Wall St. Rank hold IWY as of Q2 2024.

  • Private Capital Management (Colorado) reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 2 iShares Russell Top 200 Growth ETF shares in Q2 2024, an estimated $391.
  • Private Capital Management (Colorado) first reported a position in iShares Russell Top 200 Growth ETF in Q1 2024 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares Russell Top 200 Growth ETF position peaked at $391 in Q1 2024.
  • 503 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q2 2024, filed 18 Jul 2024.