TH
IWY icon

Timber Hill’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Timber Hill’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
Q4 		– Sell
-19,332
Closed -$956K – 2526
2015
Q3 		$956K Buy
19,332
+5,291
+38% +$275K 0.1% 1429
2015
Q2 		$732K Buy
14,041
+5,014
+56% +$265K 0.06% 1691
2015
Q1 		$467K Hold
9,027
– – 0.05% 1832
2014
Q4 		$455K Sell
9,027
-104
-1% -$5.15K 0.03% 1920
2014
Q3 		$443K Sell
9,131
-209
-2% -$10.1K 0.04% 2060
2014
Q2 		$446K Sell
9,340
-716
-7% -$33K 0.04% 2170
2014
Q1 		$456K Sell
10,056
-2,027
-17% -$91K 0.06% 2099
2013
Q4 		$546K Sell
12,083
-500
-4% -$21.5K 0.04% 2251
2013
Q3 		$513K Hold
12,583
– – 0.04% 2432
2013
Q2 		$480K Buy
+12,583
New +$485K 0.05% 2517

Other funds holding IWY

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return