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Gupta Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Gupta Wealth Management’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
Q1 		– Sell
-100
Closed -$5K – 1211
2015
Q4 		$5K Buy
+100
New +$5.35K ﹤0.01% 1015

Other funds holding IWY

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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's IWY Position: Q1 2016 in Review

Gupta Wealth Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2016, closing a stake of 100 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in IWY in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 49 funds tracked by Wall St. Rank hold IWY as of Q1 2016.

  • Gupta Wealth Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 100 iShares Russell Top 200 Growth ETF shares in Q1 2016, an estimated $5K.
  • Gupta Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's iShares Russell Top 200 Growth ETF position peaked at $5K in Q4 2015.
  • 49 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.