Loomis, Sayles & Company
IWY icon

Loomis, Sayles & Company’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Loomis, Sayles & Company’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
2019
Q1 		– Sell
-99
Closed -$7K – 824
2018
Q4 		$7K Buy
+99
New +$7.66K ﹤0.01% 806

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Loomis, Sayles & Company's IWY Position: Q1 2019 in Review

Loomis, Sayles & Company sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2019, closing a stake of 99 shares — an estimated $7K sold.

Loomis, Sayles & Company first reported a position in IWY in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 114 funds tracked by Wall St. Rank hold IWY as of Q1 2019.

  • Loomis, Sayles & Company reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 99 iShares Russell Top 200 Growth ETF shares in Q1 2019, an estimated $7K.
  • Loomis, Sayles & Company first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares Russell Top 200 Growth ETF position peaked at $7K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2019.

Based on Loomis, Sayles & Company's 13F filing for Q1 2019, filed 15 May 2019.