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

Concert 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
2016
Q4 		– Sell
-166
Closed -$9K – 723
2016
Q3 		$9K Buy
+166
New +$9.26K ﹤0.01% 950

Other funds holding IWY

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concert Wealth Management's IWY Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2016, closing a stake of 166 shares — an estimated $9K sold.

Concert Wealth Management first reported a position in IWY in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 61 funds tracked by Wall St. Rank hold IWY as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 166 iShares Russell Top 200 Growth ETF shares in Q4 2016, an estimated $9K.
  • Concert Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $9K in Q3 2016.
  • 61 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.