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MFS
MSI Financial Services’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
MSI Financial Services’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
2016
Q4
$1.66M
Buy
29,503
+3,433
+13%
+$191K
0.05%
301
2016
Q3
$1.46M
Buy
26,070
+13,922
+115%
+$776K
0.05%
323
2016
Q2
$654K
Buy
12,148
+884
+8%
+$47.5K
0.02%
541
2016
Q1
$605K
Buy
11,264
+9,672
+608%
+$494K
0.03%
532
2015
Q4
$85K
Buy
1,592
+1,101
+224%
+$58.9K
﹤0.01%
1380
2015
Q3
$24K
Sell
491
-54,598
-99%
-$2.84M
﹤0.01%
1615
2015
Q2
$2.87M
Sell
55,089
-8,426
-13%
-$445K
0.2%
112
2015
Q1
$3.29M
Sell
63,515
-23,943
-27%
-$1.23M
0.23%
100
2014
Q4
$4.41M
Buy
87,458
+8,844
+11%
+$438K
0.48%
42
2014
Q3
$3.82M
Buy
78,614
+2,967
+4%
+$143K
0.46%
40
2014
Q2
$3.61M
Buy
75,647
+4,669
+7%
+$216K
0.48%
33
2014
Q1
$3.21M
Buy
70,978
+3,477
+5%
+$156K
0.46%
44
2013
Q4
$3.05M
Buy
67,501
+2,017
+3%
+$86.8K
0.47%
43
2013
Q3
$2.67M
Buy
65,484
+20,885
+47%
+$834K
0.47%
47
2013
Q2
$1.7M
Buy
+44,599
New
+$1.72M
0.34%
74
Other funds holding IWY
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
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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