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AllSquare Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

AllSquare Wealth 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
2015
Q3 		– Sell
-146
Closed -$8K – 319
2015
Q2 		$8K Buy
+146
New +$7.71K 0.01% 242

Other funds holding IWY

UBS Group
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllSquare Wealth Management's IWY Position: Q3 2015 in Review

AllSquare Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2015, closing a stake of 146 shares — an estimated $8K sold.

AllSquare Wealth Management first reported a position in IWY in Q2 2015 and held it in 1 quarter. The position peaked at $8K in Q2 2015. 43 funds tracked by Wall St. Rank hold IWY as of Q3 2015.

  • AllSquare Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 146 iShares Russell Top 200 Growth ETF shares in Q3 2015, an estimated $8K.
  • AllSquare Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2015 and held it in 1 quarter.
  • AllSquare Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $8K in Q2 2015.
  • 43 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2015.

Based on AllSquare Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.