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

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

Other funds holding IWY

BWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

IPG Investment Advisors's IWY Position: Q4 2018 in Review

IPG Investment Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2018, closing a stake of 6,000 shares — an estimated $513K sold.

IPG Investment Advisors first reported a position in IWY in Q4 2014 and held it in 16 quarters. The position peaked at $513K in Q3 2018. 99 funds tracked by Wall St. Rank hold IWY as of Q4 2018.

IPG Investment Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2018 after selling out during the quarter.
IPG Investment Advisors sold 6,000 iShares Russell Top 200 Growth ETF shares in Q4 2018, an estimated $513K.
IPG Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2014 and held it in 16 quarters.
IPG Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $513K in Q3 2018.
99 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.