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Tidal Investments’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tidal Investments’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
-1,571
Closed -$242K – 1471
2023
Q3 		$242K Sell
1,571
-26
-2% -$4.15K 0.01% 1139
2023
Q2 		$253K Sell
1,597
-9
-0.6% -$1.31K 0.01% 1118
2023
Q1 		$223K Sell
1,606
-81
-5% -$10.5K 0.01% 1145
2022
Q4 		$203K Buy
+1,687
New +$210K 0.01% 998

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments's IWY Position: Q4 2023 in Review

Tidal Investments sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2023, closing a stake of 1,571 shares — an estimated $242K sold.

Tidal Investments first reported a position in IWY in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q2 2023. 425 funds tracked by Wall St. Rank hold IWY as of Q4 2023.

  • Tidal Investments reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Tidal Investments sold 1,571 iShares Russell Top 200 Growth ETF shares in Q4 2023, an estimated $242K.
  • Tidal Investments first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and held it in 4 quarters.
  • Tidal Investments's iShares Russell Top 200 Growth ETF position peaked at $253K in Q2 2023.
  • 425 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2023.

Based on Tidal Investments's 13F filing for Q4 2023, filed 15 Feb 2024.