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National Planning Corporation’s iShares Russell Top 200 Value ETF IWX Stock Holding History

National Planning Corporation’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
2017
Q2 		– Sell
-25,110
Closed -$1.21M – 759
2017
Q1 		$1.21M Sell
25,110
-386
-2% -$18.6K 0.09% 212
2016
Q4 		$1.2M Sell
25,496
-1,785
-7% -$81K 0.09% 207
2016
Q3 		$1.2M Sell
27,281
-41
-0.2% -$1.81K 0.09% 215
2016
Q2 		$1.19M Sell
27,322
-463
-2% -$19.7K 0.09% 215
2016
Q1 		$1.17M Sell
27,785
-16,575
-37% -$659K 0.1% 199
2015
Q4 		$1.71M Buy
44,360
+14,876
+50% +$625K 0.14% 166
2015
Q3 		$1.27M Sell
29,484
-806
-3% -$33.7K 0.12% 183
2015
Q2 		$1.31M Sell
30,290
-258
-0.8% -$11.4K 0.12% 175
2015
Q1 		$1.35M Sell
30,548
-5,753
-16% -$251K 0.12% 168
2014
Q4 		$1.58M Sell
36,301
-93
-0.3% -$4.03K 0.11% 173
2014
Q3 		$1.55M Sell
36,394
-181
-0.5% -$7.78K 0.12% 171
2014
Q2 		$1.57M Sell
36,575
-70
-0.2% -$2.91K 0.12% 172
2014
Q1 		$1.51M Buy
36,645
+2,371
+7% +$94.3K 0.13% 162
2013
Q4 		$1.38M Buy
34,274
+153
+0.4% +$5.91K 0.12% 184
2013
Q3 		$1.25M Buy
34,121
+1,777
+5% +$66K 0.12% 182
2013
Q2 		$1.16M Buy
+32,344
New +$1.15M 0.14% 157

Other funds holding IWX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Planning Corporation's IWX Position: Q2 2017 in Review

National Planning Corporation sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2017, closing a stake of 25,110 shares — an estimated $1.21M sold.

National Planning Corporation first reported a position in IWX in Q2 2013 and held it in 16 quarters. The position peaked at $1.71M in Q4 2015. 40 funds tracked by Wall St. Rank hold IWX as of Q2 2017.

  • National Planning Corporation reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2017 after selling out during the quarter.
  • National Planning Corporation sold 25,110 iShares Russell Top 200 Value ETF shares in Q2 2017, an estimated $1.21M.
  • National Planning Corporation first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and held it in 16 quarters.
  • National Planning Corporation's iShares Russell Top 200 Value ETF position peaked at $1.71M in Q4 2015.
  • 40 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.