Designed to provide broad exposure to the Large Cap Growth segment of the US equity market, the iShares Russell Top 200 Growth ETF (IWY) is a passively managed exchange traded fund launched on September 22, 2009.
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares Russell Top 200 Growth ETF (IWY), a passively managed exchange traded fund launched on September 22, 2009.
Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the iShares Russell Top 200 Growth ETF (IWY), a passively managed exchange traded fund launched on September 22, 2009.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 45,018 | $12.32M | $12.44M | $122,899.1 | 1% |
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 30 | $8,718.6 | $8,291.4 | -$427.2 | -4.9% |
Curtis Ellergodt Rothschild Investment LLC | 33 | $8,212 | $9,557.46 | $1,345.46 | 16.38% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 828,066 | $240.65M | $240.95M | $298,040.99 | 0.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,919 | $3.27M | $5.45M | $2.18M | 66.69% |
| ARCA Exchange | US Country |
The described company is structured as an investment fund that primarily focuses on mimicking the performance of a specific index. This fund is committed to allocating at least 80% of its assets to securities that are part of its target index or those with similar economic characteristics. The remaining 20% of its assets may be invested in derivatives such as futures, options, and swap contracts, alongside cash and cash equivalents. It is designated as non-diversified, meaning it may concentrate its investments in fewer securities when compared to diversified funds.
The fund offers a specialized investment approach focusing on the following products and services:
This product centers around investments that replicate the performance of a specified index. By investing at least 80% of its assets in the securities that constitute its benchmark index or in investments with substantially identical economic characteristics, the fund aims to achieve a performance closely aligned with that of the index.
Up to 20% of the fund's assets may be allocated to derivatives such as futures, options, and swaps. This allows the fund to potentially enhance its returns or hedge against market volatility, offering a measure of flexibility in its investment strategy.
Included in its portfolio are cash and cash equivalents, which can be used for liquidity purposes or to take advantage of short-term investment opportunities. This component provides the fund with the flexibility to respond promptly to market conditions or to cover redemption requests.