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IIA
IPG Investment Advisors’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
IPG Investment Advisors’s Portfolio
IWY Stock Details
IWY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-6,000
Closed
-$513K
–
162
2018
Q3
$513K
Hold
6,000
–
–
0.17%
83
2018
Q2
$470K
Hold
6,000
–
–
0.16%
92
2018
Q1
$443K
Hold
6,000
–
–
0.14%
84
2017
Q4
$439K
Hold
6,000
–
–
0.18%
73
2017
Q3
$407K
Hold
6,000
–
–
0.14%
75
2017
Q2
$387K
Hold
6,000
–
–
0.16%
76
2017
Q1
$369K
Hold
6,000
–
–
0.17%
81
2016
Q4
$338K
Hold
6,000
–
–
0.14%
89
2016
Q3
$335K
Hold
6,000
–
–
0.14%
80
2016
Q2
$323K
Hold
6,000
–
–
0.13%
90
2016
Q1
$322K
Hold
6,000
–
–
0.15%
78
2015
Q4
$321K
Hold
6,000
–
–
0.15%
83
2015
Q3
$297K
Hold
6,000
–
–
0.14%
90
2015
Q2
$313K
Hold
6,000
–
–
0.11%
101
2015
Q1
$311K
Hold
6,000
–
–
0.12%
94
2014
Q4
$303K
Buy
+6,000
New
+$297K
0.12%
85
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Bank of America
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$1.37T AUM
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1-Year Est. Return
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$71.6B AUM
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1-Year Est. Return
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$74.1B AUM
21.09%
1-Year Est. Return
RJFSA
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$75B AUM
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1-Year Est. Return
LTFS
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$15.9B AUM
25.16%
1-Year Est. Return
PFG
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$186M AUM
16.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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