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M Holdings Securities’s iShares Russell Top 200 Value ETF IWX Stock Holding History

M Holdings Securities’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
Q4 		– Sell
-2,900
Closed -$124K – 311
2014
Q3 		$124K Buy
+2,900
New +$125K 0.07% 242

Other funds holding IWX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M Holdings Securities's IWX Position: Q4 2014 in Review

M Holdings Securities sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2014, closing a stake of 2,900 shares — an estimated $124K sold.

M Holdings Securities first reported a position in IWX in Q3 2014 and held it in 1 quarter. The position peaked at $124K in Q3 2014. 25 funds tracked by Wall St. Rank hold IWX as of Q4 2014.

  • M Holdings Securities reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 2,900 iShares Russell Top 200 Value ETF shares in Q4 2014, an estimated $124K.
  • M Holdings Securities first reported a position in iShares Russell Top 200 Value ETF in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's iShares Russell Top 200 Value ETF position peaked at $124K in Q3 2014.
  • 25 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.