Novak Financial Planning LLC Buys 474 Shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)


Share on StockTwits

Novak Financial Planning LLC grew its stake in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) by 2.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,696 shares of the company’s stock after acquiring an additional 474 shares during the period. iShares Russell Top 200 Growth ETF accounts for about 1.8% of Novak Financial Planning LLC’s investment portfolio, making the stock its 12th biggest position. Novak Financial Planning LLC’s holdings in iShares Russell Top 200 Growth ETF were worth $3,323,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in IWY. FMR LLC raised its stake in shares of iShares Russell Top 200 Growth ETF by 23.3% in the first quarter. FMR LLC now owns 4,892 shares of the company’s stock worth $399,000 after acquiring an additional 925 shares during the last quarter. JPMorgan Chase & Co. raised its stake in shares of iShares Russell Top 200 Growth ETF by 1,739.2% in the third quarter. JPMorgan Chase & Co. now owns 13,058 shares of the company’s stock worth $1,571,000 after acquiring an additional 12,348 shares during the last quarter. Eudaimonia Partners LLC bought a new position in shares of iShares Russell Top 200 Growth ETF in the third quarter worth about $34,000. Jane Street Group LLC bought a new stake in shares of iShares Russell Top 200 Growth ETF during the third quarter worth approximately $2,183,000. Finally, IHT Wealth Management LLC raised its stake in shares of iShares Russell Top 200 Growth ETF by 9.5% during the third quarter. IHT Wealth Management LLC now owns 3,441 shares of the company’s stock worth $418,000 after buying an additional 298 shares during the last quarter.

IWY opened at $142.56 on Monday. The firm has a 50 day simple moving average of $133.66 and a 200 day simple moving average of $129.83. iShares Russell Top 200 Growth ETF has a fifty-two week low of $88.04 and a fifty-two week high of $142.56.

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.

Featured Story: Stock Market – What is a circuit breaker?

Want to see what other hedge funds are holding IWY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY).

Institutional Ownership by Quarter for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Receive News & Ratings for iShares Russell Top 200 Growth ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Russell Top 200 Growth ETF and related companies with MarketBeat.com's FREE daily email newsletter.