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Sequent Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sequent Asset 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
Q4 		– Sell
-2,117
Closed -$253K – 74
2022
Q3 		$253K Hold
2,117
– – 0.19% 60
2022
Q2 		$265K Hold
2,117
– – 0.19% 62
2022
Q1 		$336K Sell
2,117
-877
-29% -$137K 0.2% 59
2021
Q4 		$519K Hold
2,994
– – 0.28% 45
2021
Q3 		$457K Buy
+2,994
New +$472K 0.26% 46

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 $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Sequent Asset Management's IWY Position: Q4 2022 in Review

Sequent Asset Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2022, closing a stake of 2,117 shares — an estimated $253K sold.

Sequent Asset Management first reported a position in IWY in Q3 2021 and held it in 5 quarters. The position peaked at $519K in Q4 2021. 305 funds tracked by Wall St. Rank hold IWY as of Q4 2022.

  • Sequent Asset Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Sequent Asset Management sold 2,117 iShares Russell Top 200 Growth ETF shares in Q4 2022, an estimated $253K.
  • Sequent Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2021 and held it in 5 quarters.
  • Sequent Asset Management's iShares Russell Top 200 Growth ETF position peaked at $519K in Q4 2021.
  • 305 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2022.

Based on Sequent Asset Management's 13F filing for Q4 2022, filed 20 Jan 2023.