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Next Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Next Financial Group’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,062
Closed -$101K – 2658
2021
Q1 		$101K Hold
1,062
– – 0.01% 1026
2020
Q4 		$96K Sell
1,062
-631
-37% -$53.9K 0.01% 974
2020
Q3 		$137K Buy
+1,693
New +$135K 0.01% 749
2020
Q2 		– Sell
-1,362
Closed -$84K – 1240
2020
Q1 		$84K Sell
1,362
-393
-22% -$28.2K 0.01% 813
2019
Q4 		$132K Sell
1,755
-179
-9% -$12.8K 0.01% 854
2019
Q3 		$133K Sell
1,934
-7,717
-80% -$530K 0.01% 815
2019
Q2 		$657K Buy
9,651
+9,534
+8,149% +$638K 0.07% 286
2019
Q1 		$8K Sell
117
-9,009
-99% -$569K ﹤0.01% 1162
2018
Q4 		$533K Buy
9,126
+9,011
+7,836% +$566K 0.11% 211
2018
Q3 		$8K Buy
+115
New +$7.59K ﹤0.01% 1048
2018
Q2 		– Sell
-5,667
Closed -$344K – 338
2018
Q1 		$344K Buy
+5,667
New +$357K 0.07% 269
2017
Q4 		– Sell
-3,011
Closed -$176K – 824
2017
Q3 		$176K Sell
3,011
-2,204
-42% -$125K 0.05% 349
2017
Q2 		$290K Buy
5,215
+337
+7% +$18.5K 0.07% 268
2017
Q1 		$266K Sell
4,878
-469
-9% -$24.9K 0.07% 261
2016
Q4 		$272K Sell
5,347
-1,121
-17% -$55.9K 0.05% 377
2016
Q3 		$319K Sell
6,468
-278
-4% -$13.7K 0.06% 338
2016
Q2 		$322K Buy
6,746
+615
+10% +$29.1K 0.1% 205
2016
Q1 		$287K Buy
6,131
+3,433
+127% +$153K 0.1% 201
2015
Q4 		$126K Buy
2,698
+503
+23% +$23.6K 0.05% 358
2015
Q3 		$95K Sell
2,195
-5,857
-73% -$271K 0.03% 442
2015
Q2 		$379K Buy
8,052
+487
+6% +$23.3K 0.13% 173
2015
Q1 		$353K Buy
7,565
+1,789
+31% +$83.9K 0.11% 193
2014
Q4 		$273K Sell
5,776
-370
-6% -$16.9K 0.09% 241
2014
Q3 		$277K Buy
+6,146
New +$277K 0.06% 364

Other funds holding IWL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CJA
C-J Advisory San Jose, California $189M AUM 23.84% 1-Year Est. Return

Next Financial Group's IWL Position: Q2 2021 in Review

Next Financial Group sold out of iShares Russell Top 200 ETF (IWL) in Q2 2021, closing a stake of 1,062 shares — an estimated $101K sold.

Next Financial Group first reported a position in IWL in Q3 2014 and held it in 24 quarters. The position peaked at $657K in Q2 2019. 92 funds tracked by Wall St. Rank hold IWL as of Q2 2021.

  • Next Financial Group reported no remaining iShares Russell Top 200 ETF position as of Q2 2021 after selling out during the quarter.
  • Next Financial Group sold 1,062 iShares Russell Top 200 ETF shares in Q2 2021, an estimated $101K.
  • Next Financial Group first reported a position in iShares Russell Top 200 ETF in Q3 2014 and held it in 24 quarters.
  • Next Financial Group's iShares Russell Top 200 ETF position peaked at $657K in Q2 2019.
  • 92 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.