SBH
IWY icon

Segall Bryant & Hamill’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Segall Bryant & Hamill’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
2023
Q3 		– Sell
-5,283
Closed -$838K – 610
2023
Q2 		$838K Sell
5,283
-1,802
-25% -$263K 0.01% 505
2023
Q1 		$984K Sell
7,085
-65
-0.9% -$8.44K 0.01% 487
2022
Q4 		$861K Sell
7,150
-855
-11% -$106K 0.01% 511
2022
Q3 		$956K Sell
8,005
-1,336
-14% -$179K 0.01% 496
2022
Q2 		$1.17M Buy
9,341
+11
+0.1% +$1.51K 0.01% 480
2022
Q1 		$1.48M Buy
+9,330
New +$1.45M 0.01% 476
2021
Q4 		– Sell
-9,437
Closed -$1.44M – 675
2021
Q3 		$1.44M Sell
9,437
-60
-0.6% -$9.47K 0.01% 495
2021
Q2 		$1.43M Sell
9,497
-2,455
-21% -$351K 0.01% 485
2021
Q1 		$1.61M Hold
11,952
– – 0.02% 495
2020
Q4 		$1.59M Buy
11,952
+12
+0.1% +$1.51K 0.02% 438
2020
Q3 		$1.45M Buy
11,940
+9,467
+383% +$1.12M 0.02% 422
2020
Q2 		$264K Sell
2,473
-107
-4% -$10.5K ﹤0.01% 705
2020
Q1 		$217K Hold
2,580
– – ﹤0.01% 730
2019
Q4 		$249K Hold
2,580
– – ﹤0.01% 758
2019
Q3 		$224K Hold
2,580
– – ﹤0.01% 778
2019
Q2 		$221K Hold
2,580
– – ﹤0.01% 775
2019
Q1 		$212K Buy
+2,580
New +$202K ﹤0.01% 792
2018
Q4 		– Sell
-2,617
Closed -$224K – 855
2018
Q3 		$224K Hold
2,617
– – ﹤0.01% 804
2018
Q2 		$205K Buy
+2,617
New +$201K ﹤0.01% 820

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 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Segall Bryant & Hamill's IWY Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 5,283 shares — an estimated $838K sold.

Segall Bryant & Hamill first reported a position in IWY in Q2 2018 and held it in 19 quarters. The position peaked at $1.61M in Q1 2021. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

  • Segall Bryant & Hamill reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 5,283 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $838K.
  • Segall Bryant & Hamill first reported a position in iShares Russell Top 200 Growth ETF in Q2 2018 and held it in 19 quarters.
  • Segall Bryant & Hamill's iShares Russell Top 200 Growth ETF position peaked at $1.61M in Q1 2021.
  • 380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.