RAFFA WEALTH MANAGEMENT, LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q4	–	Sell	-47,906	Closed	-$4.09M	–	752
2018 Q3	$4.09M	Buy	47,906 +14,000	+41%	+$1.16M	1.45%	9
2018 Q2	$2.66M	Buy	33,906 +3,247	+11%	+$249K	0.99%	12
2018 Q1	$2.26M	Buy	30,659 +16,731	+120%	+$1.28M	0.83%	16
2017 Q4	$1.02M	Sell	13,928 -2,000	-13%	-$142K	0.39%	22
2017 Q3	$1.08M	Buy	15,928 +7,429	+87%	+$494K	0.44%	20
2017 Q2	$548K	Buy	+8,499	New	+$540K	0.24%	33

Other funds holding IWY

BWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LTFS

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IWY Position: Q4 2018 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2018, closing a stake of 47,906 shares — an estimated $4.09M sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IWY in Q2 2017 and held it in 6 quarters. The position peaked at $4.09M in Q3 2018. 99 funds tracked by Wall St. Rank hold IWY as of Q4 2018.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2018 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 47,906 iShares Russell Top 200 Growth ETF shares in Q4 2018, an estimated $4.09M.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Russell Top 200 Growth ETF in Q2 2017 and held it in 6 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares Russell Top 200 Growth ETF position peaked at $4.09M in Q3 2018.
99 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2018.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2018, filed 27 Jul 2026.