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WA
WFG Advisors’s
iShares Russell Top 200 Growth ETF
IWY
Stock Holding History
WFG 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
2017
Q2
$6K
Sell
89
-80
-47%
-$5.09K
﹤0.01%
1248
2017
Q1
$10K
Buy
169
+1
+0.6%
+$60
﹤0.01%
1079
2016
Q4
$9K
Hold
168
–
–
﹤0.01%
1136
2016
Q3
$9K
Sell
168
-98
-37%
-$5.46K
﹤0.01%
1159
2016
Q2
$14K
Hold
266
–
–
﹤0.01%
1000
2016
Q1
$14K
Sell
266
-49
-16%
-$2.5K
﹤0.01%
963
2015
Q4
$17K
Buy
315
+3
+1%
+$161
0.01%
934
2015
Q3
$15K
Buy
312
+1
+0.3%
+$52
﹤0.01%
980
2015
Q2
$16K
Hold
311
–
–
﹤0.01%
1046
2015
Q1
$16K
Buy
311
+1
+0.3%
+$51
﹤0.01%
1052
2014
Q4
$16K
Buy
310
+1
+0.3%
+$50
﹤0.01%
1305
2014
Q3
$15K
Buy
309
+3
+1%
+$145
﹤0.01%
1372
2014
Q2
$15K
Hold
306
–
–
﹤0.01%
1368
2014
Q1
$14K
Sell
306
-70
-19%
-$3.14K
﹤0.01%
1378
2013
Q4
$17K
Buy
376
+72
+24%
+$3.1K
﹤0.01%
1400
2013
Q3
$12K
Buy
304
+3
+1%
+$120
﹤0.01%
1459
2013
Q2
$11K
Buy
+301
New
+$11.6K
﹤0.01%
1416
Other funds holding IWY
BWM
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Boston, Massachusetts
$1.36B AUM
15.87%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
MML Investors Services
Springfield, Massachusetts
$36.1B AUM
19.68%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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