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

Next Financial Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$248K Buy
847
+353
+71% +$106K 0.02% 812
2021
Q3 		$145K Sell
494
-104
-17% -$31.2K 0.01% 965
2021
Q2 		$187K Sell
598
-436
-42% -$131K 0.02% 848
2021
Q1 		$311K Sell
1,034
-91
-8% -$28.2K 0.03% 617
2020
Q4 		$322K Sell
1,125
-265
-19% -$67.5K 0.03% 539
2020
Q3 		$308K Buy
+1,390
New +$304K 0.03% 494
2020
Q2 		– Sell
-1,377
Closed -$217K – 1242
2020
Q1 		$217K Sell
1,377
-2,876
-68% -$571K 0.03% 505
2019
Q4 		$911K Sell
4,253
-69
-2% -$14K 0.09% 241
2019
Q3 		$833K Buy
4,322
+235
+6% +$46.6K 0.09% 256
2019
Q2 		$821K Buy
4,087
+3,850
+1,624% +$761K 0.09% 259
2019
Q1 		$47K Sell
237
-22
-8% -$4.19K 0.01% 753
2018
Q4 		$44K Sell
259
-159
-38% -$29.7K 0.01% 841
2018
Q3 		$90K Buy
+418
New +$89.1K 0.04% 382
2017
Q4 		– Sell
-642
Closed -$116K – 827
2017
Q3 		$116K Hold
642
– – 0.03% 442
2017
Q2 		$108K Hold
642
– – 0.03% 522
2017
Q1 		$106K Sell
642
-535
-45% -$84.9K 0.03% 474
2016
Q4 		$181K Sell
1,177
-320
-21% -$47.8K 0.03% 499
2016
Q3 		$223K Buy
1,497
+925
+162% +$135K 0.04% 437
2016
Q2 		$78K Sell
572
-56
-9% -$7.56K 0.02% 536
2016
Q1 		$83K Sell
628
-300
-32% -$37.4K 0.03% 473
2015
Q4 		$129K Buy
928
+28
+3% +$3.97K 0.05% 354
2015
Q3 		$120K Buy
900
+200
+29% +$29.6K 0.04% 384
2015
Q2 		$108K Hold
700
– – 0.04% 442
2015
Q1 		$106K Hold
700
– – 0.03% 450
2014
Q4 		$100K Sell
700
-1,220
-64% -$165K 0.03% 449
2014
Q3 		$249K Buy
1,920
+1,913
+27,329% +$256K 0.05% 393
2014
Q2 		$1K Buy
+7
New +$920 ﹤0.01% 1159

Other funds holding IWO

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
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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Next Financial Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 71% in Q4 2021, buying an estimated $106K and bringing the position to 847 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #812.

Next Financial Group first reported a position in IWO in Q2 2014 and has held it in 27 quarters since. The position peaked at $911K in Q4 2019. 897 funds tracked by Wall St. Rank hold IWO as of Q4 2021.

  • Next Financial Group held 847 shares of iShares Russell 2000 Growth ETF worth $248K as of Q4 2021.
  • Next Financial Group bought 353 iShares Russell 2000 Growth ETF shares in Q4 2021, an estimated $106K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #812 holding.
  • Next Financial Group first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's iShares Russell 2000 Growth ETF position peaked at $911K in Q4 2019.
  • 897 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2021.

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