ZIM
IWY icon

Zacks Investment Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Zacks Investment Management’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
Q1 		– Sell
-9,104
Closed -$653K – 569
2018
Q4 		$653K Buy
+9,104
New +$705K 0.02% 410

Other funds holding IWY

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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zacks Investment Management's IWY Position: Q1 2019 in Review

Zacks Investment Management sold out of iShares Russell Top 200 Growth ETF (IWY) in Q1 2019, closing a stake of 9,104 shares — an estimated $653K sold.

Zacks Investment Management first reported a position in IWY in Q4 2018 and held it in 1 quarter. The position peaked at $653K in Q4 2018. 114 funds tracked by Wall St. Rank hold IWY as of Q1 2019.

  • Zacks Investment Management reported no remaining iShares Russell Top 200 Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Zacks Investment Management sold 9,104 iShares Russell Top 200 Growth ETF shares in Q1 2019, an estimated $653K.
  • Zacks Investment Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and held it in 1 quarter.
  • Zacks Investment Management's iShares Russell Top 200 Growth ETF position peaked at $653K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.