SG Americas Securities
IWY icon

SG Americas Securities’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

SG Americas 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
2017
Q3 		– Sell
-6,996
Closed -$451K – 3617
2017
Q2 		$451K Sell
6,996
-14,346
-67% -$912K ﹤0.01% 1928
2017
Q1 		$1.31M Sell
21,342
-2,113
-9% -$126K 0.01% 1179
2016
Q4 		$1.32M Buy
23,455
+11,183
+91% +$623K 0.01% 1142
2016
Q3 		$686K Sell
12,272
-1,900
-13% -$106K 0.01% 1447
2016
Q2 		$763K Buy
+14,172
New +$761K 0.01% 1469

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SG Americas Securities's IWY Position: Q3 2017 in Review

SG Americas Securities sold out of iShares Russell Top 200 Growth ETF (IWY) in Q3 2017, closing a stake of 6,996 shares — an estimated $451K sold.

SG Americas Securities first reported a position in IWY in Q2 2016 and held it in 5 quarters. The position peaked at $1.32M in Q4 2016. 70 funds tracked by Wall St. Rank hold IWY as of Q3 2017.

  • SG Americas Securities reported no remaining iShares Russell Top 200 Growth ETF position as of Q3 2017 after selling out during the quarter.
  • SG Americas Securities sold 6,996 iShares Russell Top 200 Growth ETF shares in Q3 2017, an estimated $451K.
  • SG Americas Securities first reported a position in iShares Russell Top 200 Growth ETF in Q2 2016 and held it in 5 quarters.
  • SG Americas Securities's iShares Russell Top 200 Growth ETF position peaked at $1.32M in Q4 2016.
  • 70 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2017.

Based on SG Americas Securities's 13F filing for Q3 2017, filed 7 Nov 2017.