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HHG & Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

HHG & Company’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
2015
Q1 		– Sell
-8,848
Closed -$446K – 175
2014
Q4 		$446K Buy
+8,848
New +$438K 0.11% 134

Other funds holding IWY

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 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
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
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HHG & Company's IWY Position: Q1 2015 in Review

HHG & Company sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2015, closing a stake of 8,848 shares — an estimated $446K sold.

HHG & Company first reported a position in IWY in Q4 2014 and held it in 1 quarter. The position peaked at $446K in Q4 2014. 40 funds tracked by Wall St. Rank hold IWY as of Q1 2015.

  • HHG & Company reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2015 after selling out during the quarter.
  • HHG & Company sold 8,848 iShares Russell Top 200 Growth ETF shares in Q1 2015, an estimated $446K.
  • HHG & Company first reported a position in iShares Russell Top 200 Growth ETF in Q4 2014 and held it in 1 quarter.
  • HHG & Company's iShares Russell Top 200 Growth ETF position peaked at $446K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2015.

Based on HHG & Company's 13F filing for Q1 2015, filed 27 Apr 2015.