AFA
IWY icon

Arlington Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Arlington Financial Advisors’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
Q1 		– Sell
-33,340
Closed -$2.39M – 66
2018
Q4 		$2.39M Buy
+33,340
New +$2.58M 1.02% 31

Other funds holding IWY

BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arlington Financial Advisors's IWY Position: Q1 2019 in Review

Arlington Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2019, closing a stake of 33,340 shares — an estimated $2.39M sold.

Arlington Financial Advisors first reported a position in IWY in Q4 2018 and held it in 1 quarter. The position peaked at $2.39M in Q4 2018. 114 funds tracked by Wall St. Rank hold IWY as of Q1 2019.

  • Arlington Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Arlington Financial Advisors sold 33,340 iShares Russell Top 200 Growth ETF shares in Q1 2019, an estimated $2.39M.
  • Arlington Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Arlington Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $2.39M in Q4 2018.
  • 114 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2019.

Based on Arlington Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.