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V Wealth Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

V Wealth 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
Q2 		– Sell
-3,163
Closed -$272K – 278
2019
Q1 		$272K Buy
+3,163
New +$247K 0.11% 192

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

V Wealth Advisors's IWY Position: Q2 2019 in Review

V Wealth Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q2 2019, closing a stake of 3,163 shares — an estimated $272K sold.

V Wealth Advisors first reported a position in IWY in Q1 2019 and held it in 1 quarter. The position peaked at $272K in Q1 2019. 118 funds tracked by Wall St. Rank hold IWY as of Q2 2019.

  • V Wealth Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q2 2019 after selling out during the quarter.
  • V Wealth Advisors sold 3,163 iShares Russell Top 200 Growth ETF shares in Q2 2019, an estimated $272K.
  • V Wealth Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and held it in 1 quarter.
  • V Wealth Advisors's iShares Russell Top 200 Growth ETF position peaked at $272K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2019.

Based on V Wealth Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.