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Advisor Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Advisor Group’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
Q4 		$2.75M Sell
28,509
-919
-3% -$83.9K 0.02% 666
2019
Q3 		$2.56M Sell
29,428
-139,001
-83% -$12.1M 0.02% 654
2019
Q2 		$14.5M Sell
168,429
-1,115
-0.7% -$93.8K 0.11% 163
2019
Q1 		$13.9M Buy
169,544
+8,901
+6% +$695K 0.11% 159
2018
Q4 		$11.5M Buy
160,643
+4,669
+3% +$361K 0.11% 155
2018
Q3 		$13.3M Buy
155,974
+26,243
+20% +$2.17M 0.13% 136
2018
Q2 		$10.2M Buy
129,731
+13,281
+11% +$1.02M 0.14% 142
2018
Q1 		$8.59M Buy
116,450
+61,968
+114% +$4.72M 0.12% 162
2017
Q4 		$3.99M Buy
54,482
+16,514
+43% +$1.18M 0.05% 324
2017
Q3 		$2.58M Buy
37,968
+29,661
+357% +$1.97M 0.04% 421
2017
Q2 		$535K Sell
8,307
-418
-5% -$26.6K 0.01% 1112
2017
Q1 		$537K Buy
8,725
+423
+5% +$25.3K 0.01% 1031
2016
Q4 		$467K Buy
8,302
+622
+8% +$34.7K 0.01% 1061
2016
Q3 		$429K Buy
7,680
+650
+9% +$36.2K 0.01% 1052
2016
Q2 		$376K Buy
+7,030
New +$378K 0.01% 1071

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Advisor Group's IWY Position: Q4 2019 in Review

Advisor Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.1% in Q4 2019, selling an estimated $83.9K and leaving 28,509 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #666.

Advisor Group first reported a position in IWY in Q2 2016 and has held it in 15 quarters since. The position peaked at $14.5M in Q2 2019. 141 funds tracked by Wall St. Rank hold IWY as of Q4 2019.

  • Advisor Group held 28,509 shares of iShares Russell Top 200 Growth ETF worth $2.75M as of Q4 2019.
  • Advisor Group sold 919 iShares Russell Top 200 Growth ETF shares in Q4 2019, an estimated $83.9K.
  • iShares Russell Top 200 Growth ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #666 holding.
  • Advisor Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Russell Top 200 Growth ETF position peaked at $14.5M in Q2 2019.
  • 141 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.