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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $2.99B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

WFG Advisors's IWY Position: Q2 2017 in Review

WFG Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 47% in Q2 2017, selling an estimated $5.09K and leaving 89 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

WFG Advisors first reported a position in IWY in Q2 2013 and has held it in 17 quarters since. The position peaked at $17K in Q4 2015. 71 funds tracked by Wall St. Rank hold IWY as of Q2 2017.

WFG Advisors held 89 shares of iShares Russell Top 200 Growth ETF worth $6K as of Q2 2017.
WFG Advisors sold 80 iShares Russell Top 200 Growth ETF shares in Q2 2017, an estimated $5.09K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1248 holding.
WFG Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Russell Top 200 Growth ETF position peaked at $17K in Q4 2015.
71 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.