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RPg Family Wealth Advisory’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

RPg Family Wealth Advisory’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
2020
Q1 		– Sell
-381
Closed -$36.8K – 270
2019
Q4 		$36.8K Hold
381
– – 0.02% 174
2019
Q3 		$33.2K Hold
381
– – 0.02% 189
2019
Q2 		$32.7K Hold
381
– – 0.02% 183
2019
Q1 		$31.3K Buy
+381
New +$29.8K 0.02% 197

Other funds holding IWY

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

RPg Family Wealth Advisory's IWY Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2020, closing a stake of 381 shares — an estimated $36.8K sold.

RPg Family Wealth Advisory first reported a position in IWY in Q1 2019 and held it in 4 quarters. The position peaked at $36.8K in Q4 2019. 145 funds tracked by Wall St. Rank hold IWY as of Q1 2020.

  • RPg Family Wealth Advisory reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 381 iShares Russell Top 200 Growth ETF shares in Q1 2020, an estimated $36.8K.
  • RPg Family Wealth Advisory first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 4 quarters.
  • RPg Family Wealth Advisory's iShares Russell Top 200 Growth ETF position peaked at $36.8K in Q4 2019.
  • 145 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.