OIA
IWY icon

Optimum Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$226K Buy
4,368
+2,038
+87% +$105K 0.07% 266
2014
Q4 		$118K Buy
2,330
+7
+0.3% +$347 0.04% 339
2014
Q3 		$117K Buy
2,323
+16
+0.7% +$773 0.04% 328
2014
Q2 		$110K Buy
+2,307
New +$106K 0.04% 332

Other funds holding IWY

M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Optimum Investment Advisors's IWY Position: Q1 2015 in Review

Optimum Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 87% in Q1 2015, buying an estimated $105K and bringing the position to 4,368 shares worth $226K. The position accounts for 0.07% of the portfolio, ranked #266.

Optimum Investment Advisors first reported a position in IWY in Q2 2014 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold IWY as of Q1 2015.

  • Optimum Investment Advisors held 4,368 shares of iShares Russell Top 200 Growth ETF worth $226K as of Q1 2015.
  • Optimum Investment Advisors bought 2,038 iShares Russell Top 200 Growth ETF shares in Q1 2015, an estimated $105K.
  • iShares Russell Top 200 Growth ETF made up 0.07% of Optimum Investment Advisors's portfolio in Q1 2015, its #266 holding.
  • Optimum Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2014 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.