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B. Riley Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

B. Riley Financial’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
2018
Q3 		– Sell
-42,736
Closed -$3.44M – 243
2018
Q2 		$3.44M Sell
42,736
-3,067
-7% -$235K 0.9% 23
2018
Q1 		$3.38M Buy
45,803
+23,040
+101% +$1.76M 0.94% 22
2017
Q4 		$1.67M Sell
22,763
-637
-3% -$45.4K 0.43% 50
2017
Q3 		$1.59M Buy
+23,400
New +$1.56M 0.43% 56

Other funds holding IWY

SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

B. Riley Financial's IWY Position: Q3 2018 in Review

B. Riley Financial sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2018, closing a stake of 42,736 shares — an estimated $3.44M sold.

B. Riley Financial first reported a position in IWY in Q3 2017 and held it in 4 quarters. The position peaked at $3.44M in Q2 2018. 98 funds tracked by Wall St. Rank hold IWY as of Q3 2018.

  • B. Riley Financial reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2018 after selling out during the quarter.
  • B. Riley Financial sold 42,736 iShares Russell Top 200 Growth ETF shares in Q3 2018, an estimated $3.44M.
  • B. Riley Financial first reported a position in iShares Russell Top 200 Growth ETF in Q3 2017 and held it in 4 quarters.
  • B. Riley Financial's iShares Russell Top 200 Growth ETF position peaked at $3.44M in Q2 2018.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2018.

Based on B. Riley Financial's 13F filing for Q3 2018, filed 13 Nov 2018.