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Rehmann Capital Advisory Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Rehmann Capital Advisory 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
2018
Q2 		– Sell
-146
Closed -$11K – 2177
2018
Q1 		$11K Buy
+146
New +$11.1K ﹤0.01% 1279

Other funds holding IWY

BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Rehmann Capital Advisory Group's IWY Position: Q2 2018 in Review

Rehmann Capital Advisory Group sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2018, closing a stake of 146 shares — an estimated $11K sold.

Rehmann Capital Advisory Group first reported a position in IWY in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 98 funds tracked by Wall St. Rank hold IWY as of Q2 2018.

  • Rehmann Capital Advisory Group reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 146 iShares Russell Top 200 Growth ETF shares in Q2 2018, an estimated $11K.
  • Rehmann Capital Advisory Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's iShares Russell Top 200 Growth ETF position peaked at $11K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2018, filed 20 Sep 2018.