Surience Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Surience Private Wealth’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 Q4	–	Sell	-67,834	Closed	-$10.4M	–	26
2023 Q3	$10.4M	Sell	67,834 -17,633	-21%	-$2.81M	20.21%	1
2023 Q2	$13.6M	Buy	+85,467	New	+$12.5M	19.4%	1
2022 Q1	–	Sell	-43,254	Closed	-$7.5M	–	27
2021 Q4	$7.5M	Buy	+43,254	New	+$7.21M	6.11%	7

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Surience Private Wealth's IWY Position: Q4 2023 in Review

Surience Private Wealth sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 67,834 shares — an estimated $10.4M sold.

Surience Private Wealth first reported a position in IWY in Q4 2021 and held it in 3 quarters. The position peaked at $13.6M in Q2 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

Surience Private Wealth reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
Surience Private Wealth sold 67,834 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $10.4M.
Surience Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and held it in 3 quarters.
Surience Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $13.6M in Q2 2023.
425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Surience Private Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.