Investment Centers of America’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Investment Centers of America’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
2017 Q4	–	Sell	-13,043	Closed	-$885K	–	252
2017 Q3	$885K	Buy	13,043 +4,024	+45%	+$268K	0.07%	241
2017 Q2	$580K	Buy	9,019 +778	+9%	+$49.5K	0.04%	322
2017 Q1	$504K	Buy	8,241 +2,448	+42%	+$146K	0.04%	364
2016 Q4	$325K	Buy	5,793 +1,031	+22%	+$57.5K	0.03%	417
2016 Q3	$267K	Buy	4,762 +9	+0.2%	+$502	0.03%	409
2016 Q2	$256K	Buy	4,753 +159	+3%	+$8.54K	0.03%	391
2016 Q1	$246K	Buy	+4,594	New	+$235K	0.03%	406

Other funds holding IWY

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Investment Centers of America's IWY Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2017, closing a stake of 13,043 shares — an estimated $885K sold.

Investment Centers of America first reported a position in IWY in Q1 2016 and held it in 7 quarters. The position peaked at $885K in Q3 2017. 87 funds tracked by Wall St. Rank hold IWY as of Q4 2017.

Investment Centers of America reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 13,043 iShares Russell Top 200 Growth ETF shares in Q4 2017, an estimated $885K.
Investment Centers of America first reported a position in iShares Russell Top 200 Growth ETF in Q1 2016 and held it in 7 quarters.
Investment Centers of America's iShares Russell Top 200 Growth ETF position peaked at $885K in Q3 2017.
87 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.