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Independent Portfolio Consultants’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Independent Portfolio Consultants’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
-12,220
Closed -$657K – 746
2016
Q1 		$657K Buy
+12,220
New +$624K 0.18% 167

Other funds holding IWY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Independent Portfolio Consultants's IWY Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2016, closing a stake of 12,220 shares — an estimated $657K sold.

Independent Portfolio Consultants first reported a position in IWY in Q1 2016 and held it in 1 quarter. The position peaked at $657K in Q1 2016. 51 funds tracked by Wall St. Rank hold IWY as of Q2 2016.

  • Independent Portfolio Consultants reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 12,220 iShares Russell Top 200 Growth ETF shares in Q2 2016, an estimated $657K.
  • Independent Portfolio Consultants first reported a position in iShares Russell Top 200 Growth ETF in Q1 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's iShares Russell Top 200 Growth ETF position peaked at $657K in Q1 2016.
  • 51 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.