IWMPD
IWY icon

Integrated Wealth Management (Palm Desert)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-206
Closed -$11K – 1331
2016
Q1 		$11K Buy
206
+1
+0.5% +$51 ﹤0.01% 685
2015
Q4 		$11K Buy
205
+1
+0.5% +$54 ﹤0.01% 744
2015
Q3 		$10K Buy
204
+1
+0.5% +$52 ﹤0.01% 764
2015
Q2 		$11K Buy
203
+1
+0.5% +$53 ﹤0.01% 769
2015
Q1 		$10K Buy
+202
New +$10.4K ﹤0.01% 766

Other funds holding IWY

UBS Group
UBS Group Zurich, Switzerland $564B 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 $74.1B 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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return