Trinity Wealth Management LLC cut its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 0.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,462 shares of the company’s stock after selling 160 shares during the quarter. iShares Russell Top 200 Growth ETF accounts for about 2.0% of Trinity Wealth Management LLC’s investment portfolio, making the stock its 16th largest holding. Trinity Wealth Management LLC’s holdings in iShares Russell Top 200 Growth ETF were worth $4,316,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in the company. Envestnet Asset Management Inc. lifted its stake in iShares Russell Top 200 Growth ETF by 525.5% in the fourth quarter. Envestnet Asset Management Inc. now owns 2,794,522 shares of the company’s stock valued at $657,467,000 after buying an additional 2,347,775 shares during the last quarter. Clark Capital Management Group Inc. bought a new stake in iShares Russell Top 200 Growth ETF in the fourth quarter valued at $192,147,000. Strategic Financial Concepts LLC lifted its stake in iShares Russell Top 200 Growth ETF by 45,541.2% in the fourth quarter. Strategic Financial Concepts LLC now owns 579,187 shares of the company’s stock valued at $136,265,000 after buying an additional 577,918 shares during the last quarter. Lido Advisors LLC lifted its stake in iShares Russell Top 200 Growth ETF by 49,307.9% in the fourth quarter. Lido Advisors LLC now owns 500,502 shares of the company’s stock valued at $117,753,000 after buying an additional 499,489 shares during the last quarter. Finally, Raymond James Financial Inc. bought a new stake in iShares Russell Top 200 Growth ETF in the fourth quarter valued at $106,177,000.
iShares Russell Top 200 Growth ETF Stock Performance
IWY stock opened at $235.96 on Thursday. The stock has a market capitalization of $13.32 billion, a price-to-earnings ratio of 32.89 and a beta of 1.15. iShares Russell Top 200 Growth ETF has a 1 year low of $180.65 and a 1 year high of $245.04. The stock’s fifty day moving average is $215.60 and its two-hundred day moving average is $226.77.
iShares Russell Top 200 Growth ETF Company Profile
iShares Russell Top 200 Growth ETF (the Fund), formerly iShares Russell Top 200 Growth Index Fund, seeks investment results that correspond generally to the price and yield performance of the Russell Top 200 Growth Index (the Growth Index). The Growth Index is a style factor weighted index that measures the performance of the largest capitalization growth sector of the United States equity market.
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