GFG
IWY icon

Gray Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gray Financial Group’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 		$5.81M Sell
103,175
-22,250
-18% -$1.24M 2.26% 13
2016
Q3 		$7.01M Hold
125,425
– – 2.91% 10
2016
Q2 		$6.75M Hold
125,425
– – 2.78% 11
2016
Q1 		$6.74M Sell
125,425
-22,800
-15% -$1.16M 2.6% 11
2015
Q4 		$7.94M Hold
148,225
– – 5.85% 7
2015
Q3 		$7.33M Sell
148,225
-6,951
-4% -$362K 3.01% 6
2015
Q2 		$8.08M Sell
155,176
-1,858
-1% -$98.2K 2.96% 6
2015
Q1 		$8.13M Sell
157,034
-2,200
-1% -$113K 2.8% 6
2014
Q4 		$8.03M Buy
+159,234
New +$7.88M 2.76% 7

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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $74.1B AUM 21.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return