First Allied Advisory Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

First Allied Advisory Services’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
2020 Q3	$3.9M	Sell	32,153 -4,485	-12%	-$528K	0.13%	175
2020 Q2	$3.91M	Buy	36,638 +5,397	+17%	+$529K	0.14%	158
2020 Q1	$2.63M	Buy	31,241 +5,945	+24%	+$566K	0.11%	194
2019 Q4	$2.44M	Buy	25,296 +14,962	+145%	+$1.37M	0.08%	269
2019 Q3	$901K	Buy	10,334 +4,843	+88%	+$422K	0.03%	494
2019 Q2	$471K	Buy	+5,491	New	+$462K	0.02%	702
2018 Q1	–	Sell	-2,490	Closed	-$180K	–	1320
2017 Q4	$180K	Sell	2,490 -3,141	-56%	-$224K	0.01%	1095
2017 Q3	$384K	Buy	5,631 +967	+21%	+$64.3K	0.02%	718
2017 Q2	$303K	Buy	+4,664	New	+$297K	0.01%	822
2015 Q2	–	Sell	-11,058	Closed	-$572K	–	1161
2015 Q1	$572K	Sell	11,058 -351	-3%	-$18.1K	0.04%	529
2014 Q4	$578K	Buy	11,409 +479	+4%	+$23.7K	0.04%	478
2014 Q3	$531K	Buy	10,930 +201	+2%	+$9.71K	0.04%	495
2014 Q2	$513K	Buy	+10,729	New	+$495K	0.04%	510

Other funds holding IWY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

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

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

First Allied Advisory Services's IWY Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 12% in Q3 2020, selling an estimated $528K and leaving 32,153 shares worth $3.9M. The position accounts for 0.13% of the portfolio, ranked #175.

First Allied Advisory Services first reported a position in IWY in Q2 2014 and has held it in 13 quarters since. The position peaked at $3.91M in Q2 2020. 188 funds tracked by Wall St. Rank hold IWY as of Q3 2020.

First Allied Advisory Services held 32,153 shares of iShares Russell Top 200 Growth ETF worth $3.9M as of Q3 2020.
First Allied Advisory Services sold 4,485 iShares Russell Top 200 Growth ETF shares in Q3 2020, an estimated $528K.
iShares Russell Top 200 Growth ETF made up 0.13% of First Allied Advisory Services's portfolio in Q3 2020, its #175 holding.
First Allied Advisory Services first reported a position in iShares Russell Top 200 Growth ETF in Q2 2014 and has held it in 13 quarters since.
First Allied Advisory Services's iShares Russell Top 200 Growth ETF position peaked at $3.91M in Q2 2020.
188 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.