WF
IWY icon

WealthTrust Fairport’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

WealthTrust Fairport’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 		– Sell
-4,165
Closed -$326K – 543
2018
Q2 		$326K Hold
4,165
– – 0.03% 152
2018
Q1 		$307K Hold
4,165
– – 0.03% 140
2017
Q4 		$305K Hold
4,165
– – 0.03% 146
2017
Q3 		$282K Hold
4,165
– – 0.03% 142
2017
Q2 		$269K Hold
4,165
– – 0.03% 140
2017
Q1 		$256K Hold
4,165
– – 0.03% 142
2016
Q4 		$235K Hold
4,165
– – 0.03% 142
2016
Q3 		$233K Sell
4,165
-893
-18% -$49.8K 0.03% 139
2016
Q2 		$272K Hold
5,058
– – 0.04% 121
2016
Q1 		$272K Sell
5,058
-3,140
-38% -$160K 0.04% 119
2015
Q4 		$439K Buy
+8,198
New +$439K 0.06% 113

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