MSI Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MSI Financial Services’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
2016 Q4	$162K	Hold	3,441	–	–	0.01%	1201
2016 Q3	$152K	Buy	3,441 +3	+0.1%	+$133	0.01%	1195
2016 Q2	$149K	Sell	3,438 -42	-1%	-$1.78K	0.01%	1184
2016 Q1	$145K	Sell	3,480 -1	-0%	-$40	0.01%	1143
2015 Q4	$145K	Buy	3,481 +611	+21%	+$25.7K	0.01%	1096
2015 Q3	$112K	Hold	2,870	–	–	0.01%	871
2015 Q2	$125K	Buy	2,870 +35	+1%	+$1.55K	0.01%	902
2015 Q1	$122K	Buy	+2,835	New	+$124K	0.01%	922
2013 Q3	–	Sell	-13,562	Closed	-$486K	–	2347
2013 Q2	$486K	Buy	+13,562	New	+$483K	0.1%	239

Other funds holding IWX

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

GFG

Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AWM

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

MSI Financial Services's IWX Position: Q4 2016 in Review

MSI Financial Services held its iShares Russell Top 200 Value ETF (IWX) position steady in Q4 2016 at 3,441 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #1201.

MSI Financial Services first reported a position in IWX in Q2 2013 and has held it in 9 quarters since. The position peaked at $486K in Q2 2013. 41 funds tracked by Wall St. Rank hold IWX as of Q4 2016.

MSI Financial Services held 3,441 shares of iShares Russell Top 200 Value ETF worth $162K as of Q4 2016.
MSI Financial Services left its iShares Russell Top 200 Value ETF share count unchanged in Q4 2016.
iShares Russell Top 200 Value ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1201 holding.
MSI Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 9 quarters since.
MSI Financial Services's iShares Russell Top 200 Value ETF position peaked at $486K in Q2 2013.
41 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.