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

Next Financial Group’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
2021
Q4 		$23K Hold
329
– – ﹤0.01% 1826
2021
Q3 		$22K Buy
329
+20
+6% +$1.34K ﹤0.01% 1762
2021
Q2 		$21K Buy
+309
New +$20.5K ﹤0.01% 1726
2014
Q4 		– Sell
-270
Closed -$12K – 2120
2014
Q3 		$12K Hold
270
– – ﹤0.01% 1671
2014
Q2 		$11K Buy
+270
New +$11.2K 0.01% 766

Other funds holding IWX

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Next Financial Group held its iShares Russell Top 200 Value ETF (IWX) position steady in Q4 2021 at 329 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

Next Financial Group first reported a position in IWX in Q2 2014 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold IWX as of Q4 2021.

  • Next Financial Group held 329 shares of iShares Russell Top 200 Value ETF worth $23K as of Q4 2021.
  • Next Financial Group left its iShares Russell Top 200 Value ETF share count unchanged in Q4 2021.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1826 holding.
  • Next Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2014 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2021.

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