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

Kabarec 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
Q2 		$217K Hold
2,771
– – 0.17% 41
2018
Q1 		$204K Sell
2,771
-588
-18% -$44.8K 0.13% 45
2017
Q4 		$246K Buy
+3,359
New +$239K 0.15% 38

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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Kabarec Financial Advisors's IWY Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2018 at 2,771 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #41.

Kabarec Financial Advisors first reported a position in IWY in Q4 2017 and has held it in 3 quarters since. The position peaked at $246K in Q4 2017. 98 funds tracked by Wall St. Rank hold IWY as of Q2 2018.

  • Kabarec Financial Advisors held 2,771 shares of iShares Russell Top 200 Growth ETF worth $217K as of Q2 2018.
  • Kabarec Financial Advisors left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2018.
  • iShares Russell Top 200 Growth ETF made up 0.17% of Kabarec Financial Advisors's portfolio in Q2 2018, its #41 holding.
  • Kabarec Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and has held it in 3 quarters since.
  • Kabarec Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $246K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.