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Wealth & Pension Services Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Wealth & Pension Services Group’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
Q3 		$512K Hold
5,878
– – 0.37% 74
2019
Q2 		$504K Hold
5,878
– – 0.37% 70
2019
Q1 		$483K Buy
+5,878
New +$459K 0.38% 70

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
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wealth & Pension Services Group's IWY Position: Q3 2019 in Review

Wealth & Pension Services Group held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2019 at 5,878 shares worth $512K. The position accounts for 0.37% of the portfolio, ranked #74.

Wealth & Pension Services Group first reported a position in IWY in Q1 2019 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold IWY as of Q3 2019.

  • Wealth & Pension Services Group held 5,878 shares of iShares Russell Top 200 Growth ETF worth $512K as of Q3 2019.
  • Wealth & Pension Services Group left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2019.
  • iShares Russell Top 200 Growth ETF made up 0.37% of Wealth & Pension Services Group's portfolio in Q3 2019, its #74 holding.
  • Wealth & Pension Services Group first reported a position in iShares Russell Top 200 Growth ETF in Q1 2019 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.