NES
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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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return