Ground Swell Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ground Swell Capital’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$11K	Buy	+257	New	+$11K	0.02%	870

Other funds holding IWX

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ground Swell Capital's IWX Position: Q3 2014 in Review

Ground Swell Capital opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2014: 257 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #870 among its holdings.

24 funds tracked by Wall St. Rank hold IWX as of Q3 2014.

Ground Swell Capital held 257 shares of iShares Russell Top 200 Value ETF worth $11K as of Q3 2014.
iShares Russell Top 200 Value ETF was a new Ground Swell Capital position in Q3 2014.
iShares Russell Top 200 Value ETF made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #870 holding.
24 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.