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Seaview Investment Managers’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Seaview Investment Managers’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
Q4 		– Sell
-22,965
Closed -$2.74M – 98
2022
Q3 		$2.74M Buy
+22,965
New +$3.08M 1.12% 32

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Seaview Investment Managers's IWY Position: Q4 2022 in Review

Seaview Investment Managers sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 22,965 shares — an estimated $2.74M sold.

Seaview Investment Managers first reported a position in IWY in Q3 2022 and held it in 1 quarter. The position peaked at $2.74M in Q3 2022. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

  • Seaview Investment Managers reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Seaview Investment Managers sold 22,965 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $2.74M.
  • Seaview Investment Managers first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and held it in 1 quarter.
  • Seaview Investment Managers's iShares Russell Top 200 Growth ETF position peaked at $2.74M in Q3 2022.
  • 305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Seaview Investment Managers's 13F filing for Q4 2022, filed 8 Feb 2023.