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

Alpha Omega 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
2019 Q3	–	Sell	-230	Closed	-$20K	–	396
2019 Q2	$20K	Hold	230	–	–	0.01%	363
2019 Q1	$19K	Hold	230	–	–	0.01%	358
2018 Q4	$17K	Hold	230	–	–	0.01%	316
2018 Q3	$20K	Hold	230	–	–	0.01%	315
2018 Q2	$18K	Hold	230	–	–	0.01%	327
2018 Q1	$17K	Hold	230	–	–	0.01%	304
2017 Q4	$17K	Hold	230	–	–	0.01%	307
2017 Q3	$16K	Hold	230	–	–	0.01%	315
2017 Q2	$15K	Buy	+230	New	+$14.6K	0.01%	312

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

Alpha Omega Wealth Management's IWY Position: Q3 2019 in Review

Alpha Omega Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2019, closing a stake of 230 shares — an estimated $20K sold.

Alpha Omega Wealth Management first reported a position in IWY in Q2 2017 and held it in 9 quarters. The position peaked at $20K in Q2 2019. 124 funds tracked by Wall St. Rank hold IWY as of Q3 2019.

Alpha Omega Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 230 iShares Russell Top 200 Growth ETF shares in Q3 2019, an estimated $20K.
Alpha Omega Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2017 and held it in 9 quarters.
Alpha Omega Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $20K in Q2 2019.
124 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.