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Country Club Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Country Club Trust’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
2017
Q2 		– Sell
-24,520
Closed -$1.51M – 202
2017
Q1 		$1.51M Buy
+24,520
New +$1.47M 0.21% 89

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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Country Club Trust's IWY Position: Q2 2017 in Review

Country Club Trust sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2017, closing a stake of 24,520 shares — an estimated $1.51M sold.

Country Club Trust first reported a position in IWY in Q1 2017 and held it in 1 quarter. The position peaked at $1.51M in Q1 2017. 70 funds tracked by Wall St. Rank hold IWY as of Q2 2017.

  • Country Club Trust reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Country Club Trust sold 24,520 iShares Russell Top 200 Growth ETF shares in Q2 2017, an estimated $1.51M.
  • Country Club Trust first reported a position in iShares Russell Top 200 Growth ETF in Q1 2017 and held it in 1 quarter.
  • Country Club Trust's iShares Russell Top 200 Growth ETF position peaked at $1.51M in Q1 2017.
  • 70 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2017.

Based on Country Club Trust's 13F filing for Q2 2017, filed 10 Jul 2017.