Orgel Wealth Management LLC Makes New Investment in iShares Russell Top 200 Growth ETF $IWY

Orgel Wealth Management LLC bought a new stake in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,635 shares of the company’s stock, valued at approximately $766,000.

A number of other institutional investors have also recently made changes to their positions in IWY. Bank of America Corp DE lifted its holdings in iShares Russell Top 200 Growth ETF by 58.6% during the first quarter. Bank of America Corp DE now owns 3,357,374 shares of the company’s stock valued at $835,449,000 after purchasing an additional 1,240,884 shares during the last quarter. Mariner LLC raised its position in shares of iShares Russell Top 200 Growth ETF by 0.4% in the fourth quarter. Mariner LLC now owns 1,466,054 shares of the company’s stock valued at $406,010,000 after purchasing an additional 5,299 shares during the period. Morgan Stanley lifted its stake in shares of iShares Russell Top 200 Growth ETF by 1.2% during the 4th quarter. Morgan Stanley now owns 1,322,246 shares of the company’s stock valued at $366,183,000 after buying an additional 15,710 shares in the last quarter. Boulay Financial Advisors LLC lifted its stake in shares of iShares Russell Top 200 Growth ETF by 3.0% during the 4th quarter. Boulay Financial Advisors LLC now owns 589,152 shares of the company’s stock valued at $163,160,000 after buying an additional 16,947 shares in the last quarter. Finally, Raymond James Financial Inc. boosted its holdings in iShares Russell Top 200 Growth ETF by 4.9% in the 4th quarter. Raymond James Financial Inc. now owns 520,232 shares of the company’s stock worth $144,073,000 after buying an additional 24,233 shares during the period.

iShares Russell Top 200 Growth ETF Trading Down 0.0%

IWY opened at $287.17 on Tuesday. iShares Russell Top 200 Growth ETF has a 12 month low of $238.75 and a 12 month high of $303.12. The company has a market cap of $16.41 billion, a PE ratio of 35.13 and a beta of 1.17. The company has a 50 day moving average of $284.27 and a 200 day moving average of $277.13.

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. The Fund invests in a representative sample of securities included in the Growth Index that collectively has an investment profile similar to the Growth Index.