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Next Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Next Financial Group’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.29M Sell
5,810
-1,139
-16% -$257K 0.09% 262
2021
Q3 		$1.52M Sell
6,949
-532
-7% -$118K 0.12% 193
2021
Q2 		$1.72M Sell
7,481
-1,232
-14% -$277K 0.14% 169
2021
Q1 		$1.93M Sell
8,713
-866
-9% -$189K 0.17% 134
2020
Q4 		$1.88M Buy
9,579
+765
+9% +$134K 0.18% 126
2020
Q3 		$1.32M Sell
8,814
-4,644
-35% -$699K 0.14% 155
2020
Q2 		$1.93M Buy
13,458
+7,969
+145% +$1.05M 0.22% 115
2020
Q1 		$629K Sell
5,489
-6,142
-53% -$916K 0.08% 227
2019
Q4 		$1.93M Buy
11,631
+1,976
+20% +$312K 0.2% 115
2019
Q3 		$1.46M Buy
9,655
+3,323
+52% +$507K 0.16% 158
2019
Q2 		$985K Sell
6,332
-873
-12% -$135K 0.11% 231
2019
Q1 		$1.1M Buy
7,205
+3,994
+124% +$600K 0.28% 44
2018
Q4 		$430K Buy
3,211
+2,692
+519% +$402K 0.09% 245
2018
Q3 		$87K Sell
519
-1,255
-71% -$212K 0.04% 396
2018
Q2 		$291K Sell
1,774
-2,419
-58% -$387K 0.11% 205
2018
Q1 		$637K Buy
+4,193
New +$648K 0.13% 179
2017
Q4 		– Sell
-1,347
Closed -$201K – 825
2017
Q3 		$201K Sell
1,347
-706
-34% -$99.3K 0.06% 311
2017
Q2 		$289K Buy
2,053
+875
+74% +$121K 0.07% 270
2017
Q1 		$164K Sell
1,178
-6,409
-84% -$876K 0.05% 355
2016
Q4 		$1.02M Buy
7,587
+339
+5% +$43.3K 0.18% 131
2016
Q3 		$900K Buy
7,248
+6,307
+670% +$767K 0.16% 143
2016
Q2 		$108K Buy
941
+46
+5% +$5.19K 0.03% 436
2016
Q1 		$99K Sell
895
-2,438
-73% -$252K 0.03% 431
2015
Q4 		$375K Sell
3,333
-815
-20% -$94K 0.14% 155
2015
Q3 		$452K Sell
4,148
-1,168
-22% -$138K 0.16% 140
2015
Q2 		$663K Buy
5,316
+3,070
+137% +$384K 0.23% 109
2015
Q1 		$279K Sell
2,246
-332
-13% -$40K 0.09% 240
2014
Q4 		$308K Sell
2,578
-8,758
-77% -$1M 0.1% 221
2014
Q3 		$1.24M Buy
11,336
+11,205
+8,553% +$1.28M 0.25% 94
2014
Q2 		$15K Buy
+131
New +$14.9K 0.01% 680

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Next Financial Group's IWM Position: Q4 2021 in Review

Next Financial Group reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q4 2021, selling an estimated $257K and leaving 5,810 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #262.

Next Financial Group first reported a position in IWM in Q2 2014 and has held it in 30 quarters since. The position peaked at $1.93M in Q2 2020. 2,034 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

  • Next Financial Group held 5,810 shares of iShares Russell 2000 ETF worth $1.29M as of Q4 2021.
  • Next Financial Group sold 1,139 iShares Russell 2000 ETF shares in Q4 2021, an estimated $257K.
  • iShares Russell 2000 ETF made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #262 holding.
  • Next Financial Group first reported a position in iShares Russell 2000 ETF in Q2 2014 and has held it in 30 quarters since.
  • Next Financial Group's iShares Russell 2000 ETF position peaked at $1.93M in Q2 2020.
  • 2,034 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.