O'Brien Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-847	Closed	-$72K	–	139
2018 Q3	$72K	Hold	847	–	–	0.05%	62
2018 Q2	$66K	Hold	847	–	–	0.05%	33
2018 Q1	$62K	Buy	+847	New	+$64.6K	0.04%	59

Other funds holding IWY

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

O'Brien Wealth Partners's IWY Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2018, closing a stake of 847 shares — an estimated $72K sold.

O'Brien Wealth Partners first reported a position in IWY in Q1 2018 and held it in 3 quarters. The position peaked at $72K in Q3 2018. 99 funds tracked by Wall St. Rank hold IWY as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 847 iShares Russell Top 200 Growth ETF shares in Q4 2018, an estimated $72K.
O'Brien Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 and held it in 3 quarters.
O'Brien Wealth Partners's iShares Russell Top 200 Growth ETF position peaked at $72K in Q3 2018.
99 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.