Steel Grove Capital Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Steel Grove Capital 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
2019 Q1	–	Sell	-3,227	Closed	-$232K	–	196
2018 Q4	$232K	Hold	3,227	–	–	0.03%	282
2018 Q3	$276K	Hold	3,227	–	–	0.04%	261
2018 Q2	$253K	Hold	3,227	–	–	0.04%	268
2018 Q1	$238K	Hold	3,227	–	–	0.04%	273
2017 Q4	$236K	Hold	3,227	–	–	0.04%	265
2017 Q3	$219K	Hold	3,227	–	–	0.04%	262
2017 Q2	$208K	Buy	+3,227	New	+$205K	0.04%	258

Other funds holding IWY

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

RJFSA

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

Steel Grove Capital Advisors's IWY Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2019, closing a stake of 3,227 shares — an estimated $232K sold.

Steel Grove Capital Advisors first reported a position in IWY in Q2 2017 and held it in 7 quarters. The position peaked at $276K in Q3 2018. 114 funds tracked by Wall St. Rank hold IWY as of Q1 2019.

Steel Grove Capital Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 3,227 iShares Russell Top 200 Growth ETF shares in Q1 2019, an estimated $232K.
Steel Grove Capital Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2017 and held it in 7 quarters.
Steel Grove Capital Advisors's iShares Russell Top 200 Growth ETF position peaked at $276K in Q3 2018.
114 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.