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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

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
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M&T Bank
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WBG
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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 $376B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return