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New England Investment & Retirement Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-777
Closed -$65K – 146
2020
Q1 		$65K Buy
+777
New +$74K 0.03% 78

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

New England Investment & Retirement Group's IWY Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2020, closing a stake of 777 shares — an estimated $65K sold.

New England Investment & Retirement Group first reported a position in IWY in Q1 2020 and held it in 1 quarter. The position peaked at $65K in Q1 2020. 164 funds tracked by Wall St. Rank hold IWY as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 777 iShares Russell Top 200 Growth ETF shares in Q2 2020, an estimated $65K.
  • New England Investment & Retirement Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iShares Russell Top 200 Growth ETF position peaked at $65K in Q1 2020.
  • 164 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.