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JNBA Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

JNBA Financial 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
-230
Closed -$20K – 632
2018
Q3 		$20K Buy
+230
New +$19K 0.01% 315

Other funds holding IWY

BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 $186M AUM 16.59% 1-Year Est. Return

JNBA Financial Advisors's IWY Position: Q4 2018 in Review

JNBA Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2018, closing a stake of 230 shares — an estimated $20K sold.

JNBA Financial Advisors first reported a position in IWY in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 99 funds tracked by Wall St. Rank hold IWY as of Q4 2018.

  • JNBA Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 230 iShares Russell Top 200 Growth ETF shares in Q4 2018, an estimated $20K.
  • JNBA Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $20K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.