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FLC Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FLC Capital Advisors’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
2019
Q3 		– Sell
-3,821
Closed -$333K – 133
2019
Q2 		$333K Buy
+3,821
New +$321K 0.14% 84

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

FLC Capital Advisors's IWY Position: Q3 2019 in Review

FLC Capital Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2019, closing a stake of 3,821 shares — an estimated $333K sold.

FLC Capital Advisors first reported a position in IWY in Q2 2019 and held it in 1 quarter. The position peaked at $333K in Q2 2019. 124 funds tracked by Wall St. Rank hold IWY as of Q3 2019.

  • FLC Capital Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2019 after selling out during the quarter.
  • FLC Capital Advisors sold 3,821 iShares Russell Top 200 Growth ETF shares in Q3 2019, an estimated $333K.
  • FLC Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2019 and held it in 1 quarter.
  • FLC Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $333K in Q2 2019.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2019.

Based on FLC Capital Advisors's 13F filing for Q3 2019, filed 29 Oct 2019.