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Vickerman & Driscoll Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Vickerman & Driscoll Financial 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
Q1 		– Sell
-600
Closed -$44K – 117
2017
Q4 		$44K Buy
+600
New +$42.7K 0.03% 82

Other funds holding IWY

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
SS
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWY Position: Q1 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2018, closing a stake of 600 shares — an estimated $44K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWY in Q4 2017 and held it in 1 quarter. The position peaked at $44K in Q4 2017. 91 funds tracked by Wall St. Rank hold IWY as of Q1 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 600 iShares Russell Top 200 Growth ETF shares in Q1 2018, an estimated $44K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2017 and held it in 1 quarter.
  • Vickerman & Driscoll Financial Advisors's iShares Russell Top 200 Growth ETF position peaked at $44K in Q4 2017.
  • 91 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2018, filed 13 Nov 2018.