Select Asset Management & Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Select Asset Management & Trust’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	-4,550	Closed	-$721K	–	68
2023 Q2	$721K	Buy	+4,550	New	+$664K	0.44%	32

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Select Asset Management & Trust's IWY Position: Q3 2023 in Review

Select Asset Management & Trust sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2023, closing a stake of 4,550 shares — an estimated $721K sold.

Select Asset Management & Trust first reported a position in IWY in Q2 2023 and held it in 1 quarter. The position peaked at $721K in Q2 2023. 380 funds tracked by Wall St. Rank hold IWY as of Q3 2023.

Select Asset Management & Trust reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2023 after selling out during the quarter.
Select Asset Management & Trust sold 4,550 iShares Russell Top 200 Growth ETF shares in Q3 2023, an estimated $721K.
Select Asset Management & Trust first reported a position in iShares Russell Top 200 Growth ETF in Q2 2023 and held it in 1 quarter.
Select Asset Management & Trust's iShares Russell Top 200 Growth ETF position peaked at $721K in Q2 2023.
380 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2023.

Based on Select Asset Management & Trust's 13F filing for Q3 2023, filed 13 Nov 2023.