New England Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

New England Securities’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
2014 Q4	$25K	Buy	491 +80	+19%	+$3.96K	0.01%	807
2014 Q3	$20K	Sell	411 -73	-15%	-$3.53K	0.01%	916
2014 Q2	$23K	Buy	484 +236	+95%	+$10.9K	0.01%	865
2014 Q1	$11K	Sell	248 -100	-29%	-$4.49K	﹤0.01%	1043
2013 Q4	$16K	Buy	348 +75	+27%	+$3.23K	0.01%	900
2013 Q3	$11K	Buy	+273	New	+$10.9K	0.01%	952

Other funds holding IWY

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

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

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

BCI

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

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFS

MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

New England Securities's IWY Position: Q4 2014 in Review

New England Securities increased its iShares Russell Top 200 Growth ETF (IWY) stake by 19% in Q4 2014, buying an estimated $3.96K and bringing the position to 491 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #807.

New England Securities first reported a position in IWY in Q3 2013 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold IWY as of Q4 2014.

New England Securities held 491 shares of iShares Russell Top 200 Growth ETF worth $25K as of Q4 2014.
New England Securities bought 80 iShares Russell Top 200 Growth ETF shares in Q4 2014, an estimated $3.96K.
iShares Russell Top 200 Growth ETF made up 0.01% of New England Securities's portfolio in Q4 2014, its #807 holding.
New England Securities first reported a position in iShares Russell Top 200 Growth ETF in Q3 2013 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.