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

Cabot 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
2013
Q3 		– Sell
-49,817
Closed -$1.9M – 164
2013
Q2 		$1.9M Buy
+49,817
New +$1.92M 0.65% 65

Other funds holding IWY

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return

Cabot Wealth Management's IWY Position: Q3 2013 in Review

Cabot Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2013, closing a stake of 49,817 shares — an estimated $1.9M sold.

Cabot Wealth Management first reported a position in IWY in Q2 2013 and held it in 1 quarter. The position peaked at $1.9M in Q2 2013. 21 funds tracked by Wall St. Rank hold IWY as of Q3 2013.

  • Cabot Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 49,817 iShares Russell Top 200 Growth ETF shares in Q3 2013, an estimated $1.9M.
  • Cabot Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $1.9M in Q2 2013.
  • 21 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.