Vantage Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Vantage Investment 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
2018 Q3	$24K	Sell	279 -492	-64%	-$40.6K	0.01%	395
2018 Q2	$60K	Hold	771	–	–	0.01%	245
2018 Q1	$57K	Buy	771 +1	+0.1%	+$76	0.01%	262
2017 Q4	$56K	Sell	770 -795	-51%	-$56.6K	0.01%	271
2017 Q3	$106K	Buy	1,565 +4	+0.3%	+$266	0.03%	185
2017 Q2	$101K	Hold	1,561	–	–	0.03%	180
2017 Q1	$96K	Buy	1,561 +4	+0.3%	+$239	0.03%	181
2016 Q4	$88K	Buy	1,557 +8	+0.5%	+$446	0.04%	179
2016 Q3	$87K	Buy	1,549 +5	+0.3%	+$279	0.04%	180
2016 Q2	$83K	Buy	1,544 +1,124	+268%	+$60.4K	0.04%	195
2016 Q1	$23K	Hold	420	–	–	0.01%	380
2015 Q4	$22K	Hold	420	–	–	0.01%	369
2015 Q3	$21K	Buy	+420	New	+$21.9K	0.01%	362

Other funds holding IWY

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vantage Investment Advisors's IWY Position: Q3 2018 in Review

Vantage Investment Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 64% in Q3 2018, selling an estimated $40.6K and leaving 279 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #395.

Vantage Investment Advisors first reported a position in IWY in Q3 2015 and has held it in 13 quarters since. The position peaked at $106K in Q3 2017. 97 funds tracked by Wall St. Rank hold IWY as of Q3 2018.

Vantage Investment Advisors held 279 shares of iShares Russell Top 200 Growth ETF worth $24K as of Q3 2018.
Vantage Investment Advisors sold 492 iShares Russell Top 200 Growth ETF shares in Q3 2018, an estimated $40.6K.
iShares Russell Top 200 Growth ETF made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #395 holding.
Vantage Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q3 2015 and has held it in 13 quarters since.
Vantage Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $106K in Q3 2017.
97 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.