National Planning Corporation’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

National Planning Corporation’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
2016 Q1	–	Sell	-6,128	Closed	-$300K	–	702
2015 Q4	$300K	Buy	+6,128	New	+$328K	0.02%	519
2015 Q3	–	Sell	-3,810	Closed	-$203K	–	649
2015 Q2	$203K	Buy	+3,810	New	+$201K	0.02%	578
2015 Q1	–	Sell	-8,623	Closed	-$428K	–	1367
2014 Q4	$428K	Sell	8,623 -64	-0.7%	-$3.17K	0.03%	457
2014 Q3	$421K	Buy	8,687 +217	+3%	+$10.5K	0.03%	453
2014 Q2	$404K	Buy	8,470 +257	+3%	+$11.9K	0.03%	475
2014 Q1	$376K	Buy	8,213 +799	+11%	+$35.9K	0.03%	471
2013 Q4	$336K	Buy	7,414 +187	+3%	+$8.05K	0.03%	486
2013 Q3	$298K	Buy	+7,227	New	+$289K	0.03%	490

Other funds holding IWY

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $83.7B AUM 27.22% 1-Year Est. Return

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

National Planning Corporation's IWY Position: Q1 2016 in Review

National Planning Corporation sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2016, closing a stake of 6,128 shares — an estimated $300K sold.

National Planning Corporation first reported a position in IWY in Q3 2013 and held it in 8 quarters. The position peaked at $428K in Q4 2014. 49 funds tracked by Wall St. Rank hold IWY as of Q1 2016.

National Planning Corporation reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2016 after selling out during the quarter.
National Planning Corporation sold 6,128 iShares Russell Top 200 Growth ETF shares in Q1 2016, an estimated $300K.
National Planning Corporation first reported a position in iShares Russell Top 200 Growth ETF in Q3 2013 and held it in 8 quarters.
National Planning Corporation's iShares Russell Top 200 Growth ETF position peaked at $428K in Q4 2014.
49 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2016.

Based on National Planning Corporation's 13F filing for Q1 2016, filed 16 May 2016.