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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

SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $564B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return