Advantage Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Advantage Investment Management’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$29K	Hold	338	–	–	0.02%	447
2019 Q2	$29K	Hold	338	–	–	0.02%	452
2019 Q1	$28K	Hold	338	–	–	0.02%	454
2018 Q4	$24K	Sell	338 -48	-12%	-$3.71K	0.02%	479
2018 Q3	$33K	Sell	386 -2,837	-88%	-$234K	0.02%	477
2018 Q2	$252K	Sell	3,223 -74,164	-96%	-$5.69M	0.18%	101
2018 Q1	$5.71M	Buy	77,387 +52,485	+211%	+$4M	2.18%	11
2017 Q4	$1.82M	Buy	24,902 +683	+3%	+$48.6K	0.57%	38
2017 Q3	$1.64M	Buy	+24,219	New	+$1.61M	0.54%	43
2017 Q2	–	Sell	-844	Closed	-$52K	–	1094
2017 Q1	$52K	Hold	844	–	–	0.02%	335
2016 Q4	$48K	Buy	+844	New	+$47K	0.02%	336

Other funds holding IWY

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Advantage Investment Management's IWY Position: Q3 2019 in Review

Advantage Investment Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2019 at 338 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #447.

Advantage Investment Management first reported a position in IWY in Q4 2016 and has held it in 11 quarters since. The position peaked at $5.71M in Q1 2018. 124 funds tracked by Wall St. Rank hold IWY as of Q3 2019.

Advantage Investment Management held 338 shares of iShares Russell Top 200 Growth ETF worth $29K as of Q3 2019.
Advantage Investment Management left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2019.
iShares Russell Top 200 Growth ETF made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #447 holding.
Advantage Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2016 and has held it in 11 quarters since.
Advantage Investment Management's iShares Russell Top 200 Growth ETF position peaked at $5.71M in Q1 2018.
124 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.