MFS
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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

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AAP
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GFG
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Commonwealth Equity Services
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Ameriprise
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return