Cyndeo Wealth Partners LLC Has $4.82 Million Stake in iShares Russell Top 200 Growth ETF $IWY

Cyndeo Wealth Partners LLC reduced its position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) by 15.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,399 shares of the company’s stock after selling 3,108 shares during the quarter. Cyndeo Wealth Partners LLC’s holdings in iShares Russell Top 200 Growth ETF were worth $4,818,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of IWY. Financial Engines Advisors L.L.C. raised its stake in shares of iShares Russell Top 200 Growth ETF by 1.4% in the 3rd quarter. Financial Engines Advisors L.L.C. now owns 2,736 shares of the company’s stock valued at $749,000 after buying an additional 38 shares in the last quarter. DHJJ Financial Advisors Ltd. increased its stake in iShares Russell Top 200 Growth ETF by 27.0% in the third quarter. DHJJ Financial Advisors Ltd. now owns 188 shares of the company’s stock valued at $51,000 after acquiring an additional 40 shares during the period. Smartleaf Asset Management LLC increased its stake in iShares Russell Top 200 Growth ETF by 3.0% in the third quarter. Smartleaf Asset Management LLC now owns 1,383 shares of the company’s stock valued at $376,000 after acquiring an additional 40 shares during the period. Anchor Investment Management LLC raised its position in iShares Russell Top 200 Growth ETF by 49.5% in the third quarter. Anchor Investment Management LLC now owns 142 shares of the company’s stock worth $39,000 after purchasing an additional 47 shares in the last quarter. Finally, Independent Advisor Alliance raised its position in iShares Russell Top 200 Growth ETF by 0.6% in the third quarter. Independent Advisor Alliance now owns 9,147 shares of the company’s stock worth $2,503,000 after purchasing an additional 53 shares in the last quarter.

iShares Russell Top 200 Growth ETF Stock Down 1.7%

Shares of IWY opened at $249.67 on Friday. The company has a 50-day moving average price of $266.04 and a two-hundred day moving average price of $271.98. The stock has a market cap of $14.77 billion, a price-to-earnings ratio of 35.13 and a beta of 1.12. iShares Russell Top 200 Growth ETF has a 12 month low of $180.65 and a 12 month high of $288.99.

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.