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Hefty Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Hefty Wealth Partners’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
Q2 		– Sell
-19,385
Closed -$1.04M – 225
2016
Q1 		$1.04M Buy
19,385
+12,671
+189% +$647K 0.97% 37
2015
Q4 		$359K Buy
+6,714
New +$359K 0.34% 79

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Hefty Wealth Partners's IWY Position: Q2 2016 in Review

Hefty Wealth Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2016, closing a stake of 19,385 shares — an estimated $1.04M sold.

Hefty Wealth Partners first reported a position in IWY in Q4 2015 and held it in 2 quarters. The position peaked at $1.04M in Q1 2016. 51 funds tracked by Wall St. Rank hold IWY as of Q2 2016.

  • Hefty Wealth Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 19,385 iShares Russell Top 200 Growth ETF shares in Q2 2016, an estimated $1.04M.
  • Hefty Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares Russell Top 200 Growth ETF position peaked at $1.04M in Q1 2016.
  • 51 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2016.

Based on Hefty Wealth Partners's 13F filing for Q2 2016, filed 11 Jul 2016.