Darrell & King’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Darrell & King’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 Q4	–	Sell	-4,530	Closed	-$387K	–	58
2018 Q3	$387K	Hold	4,530	–	–	0.06%	37
2018 Q2	$355K	Sell	4,530 -10	-0.2%	-$767	0.05%	38
2018 Q1	$335K	Sell	4,540 -1,515	-25%	-$116K	0.05%	39
2017 Q4	$443K	Sell	6,055 -85	-1%	-$6.05K	0.06%	34
2017 Q3	$416K	Hold	6,140	–	–	0.06%	35
2017 Q2	$396K	Sell	6,140 -860	-12%	-$54.7K	0.06%	36
2017 Q1	$431K	Hold	7,000	–	–	0.07%	33
2016 Q4	$394K	Sell	7,000 -200	-3%	-$11.1K	0.06%	35
2016 Q3	$402K	Sell	7,200 -2,250	-24%	-$125K	0.07%	35
2016 Q2	$509K	Hold	9,450	–	–	0.1%	29
2016 Q1	$508K	Sell	9,450 -2,050	-18%	-$105K	0.1%	30
2015 Q4	$616K	Buy	+11,500	New	+$615K	0.1%	32

Other funds holding IWY

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

Darrell & King's IWY Position: Q4 2018 in Review

Darrell & King sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2018, closing a stake of 4,530 shares — an estimated $387K sold.

Darrell & King first reported a position in IWY in Q4 2015 and held it in 12 quarters. The position peaked at $616K in Q4 2015. 99 funds tracked by Wall St. Rank hold IWY as of Q4 2018.

Darrell & King reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2018 after selling out during the quarter.
Darrell & King sold 4,530 iShares Russell Top 200 Growth ETF shares in Q4 2018, an estimated $387K.
Darrell & King first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and held it in 12 quarters.
Darrell & King's iShares Russell Top 200 Growth ETF position peaked at $616K in Q4 2015.
99 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2018.

Based on Darrell & King's 13F filing for Q4 2018, filed 14 Feb 2019.