iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) is Forum Private Client Group LLC’s 3rd Largest Position

Forum Private Client Group LLC trimmed its holdings in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) by 1.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,718 shares of the company’s stock after selling 885 shares during the quarter. iShares Russell Top 200 Growth ETF comprises approximately 7.1% of Forum Private Client Group LLC’s portfolio, making the stock its 3rd largest holding. Forum Private Client Group LLC’s holdings in iShares Russell Top 200 Growth ETF were worth $14,956,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. AE Wealth Management LLC increased its stake in shares of iShares Russell Top 200 Growth ETF by 11.3% in the 2nd quarter. AE Wealth Management LLC now owns 661,320 shares of the company’s stock worth $141,867,000 after acquiring an additional 67,139 shares during the last quarter. Ieq Capital LLC increased its position in iShares Russell Top 200 Growth ETF by 0.6% during the second quarter. Ieq Capital LLC now owns 13,710 shares of the company’s stock worth $2,941,000 after purchasing an additional 87 shares during the last quarter. ProVise Management Group LLC raised its stake in iShares Russell Top 200 Growth ETF by 26.9% during the second quarter. ProVise Management Group LLC now owns 120,456 shares of the company’s stock worth $25,840,000 after purchasing an additional 25,564 shares during the period. Concorde Asset Management LLC boosted its holdings in iShares Russell Top 200 Growth ETF by 21.2% in the 2nd quarter. Concorde Asset Management LLC now owns 1,742 shares of the company’s stock valued at $374,000 after purchasing an additional 305 shares during the last quarter. Finally, Blair William & Co. IL grew its stake in shares of iShares Russell Top 200 Growth ETF by 94.2% in the 2nd quarter. Blair William & Co. IL now owns 12,805 shares of the company’s stock valued at $2,747,000 after buying an additional 6,212 shares during the period.

iShares Russell Top 200 Growth ETF Price Performance

Shares of NYSEARCA IWY opened at $218.58 on Friday. iShares Russell Top 200 Growth ETF has a 1 year low of $148.45 and a 1 year high of $226.11. The company has a market capitalization of $10.86 billion, a P/E ratio of 38.86 and a beta of 1.24. The company has a 50 day simple moving average of $210.44 and a 200-day simple moving average of $204.13.

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.