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

SeaCrest Wealth 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
2022
Q3 		– Sell
-390
Closed -$49K – 1069
2022
Q2 		$49K Buy
+390
New +$53.5K 0.01% 1123
2021
Q4 		– Sell
-1,440
Closed -$220K – 719
2021
Q3 		$220K Hold
1,440
– – 0.03% 599
2021
Q2 		$217K Buy
+1,440
New +$206K 0.03% 619

Other funds holding IWY

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

SeaCrest Wealth Management's IWY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2022, closing a stake of 390 shares — an estimated $49K sold.

SeaCrest Wealth Management first reported a position in IWY in Q2 2021 and held it in 3 quarters. The position peaked at $220K in Q3 2021. 281 funds tracked by Wall St. Rank hold IWY as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 390 iShares Russell Top 200 Growth ETF shares in Q3 2022, an estimated $49K.
  • SeaCrest Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and held it in 3 quarters.
  • SeaCrest Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $220K in Q3 2021.
  • 281 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.