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

Next Financial Group’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$92K	Hold	529	–	–	0.01%	1199
2021 Q3	$81K	Sell	529 -4	-0.8%	-$631	0.01%	1209
2021 Q2	$80K	Buy	533 +358	+205%	+$51.2K	0.01%	1215
2021 Q1	$24K	Buy	175 +141	+415%	+$18.9K	﹤0.01%	1572
2020 Q4	$5K	Sell	34 -141	-81%	-$17.8K	﹤0.01%	1986
2020 Q3	$21K	Buy	+175	New	+$20.6K	﹤0.01%	1391
2020 Q2	–	Sell	-209	Closed	-$18K	–	1244
2020 Q1	$18K	Hold	209	–	–	﹤0.01%	1311
2019 Q4	$20K	Hold	209	–	–	﹤0.01%	1528
2019 Q3	$18K	Buy	209 +141	+207%	+$12.3K	﹤0.01%	1487
2019 Q2	$6K	Buy	+68	New	+$5.72K	﹤0.01%	1836
2016 Q4	–	Sell	-27	Closed	-$2K	–	2433
2016 Q3	$2K	Hold	27	–	–	﹤0.01%	2157
2016 Q2	$1K	Hold	27	–	–	﹤0.01%	1665
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	1635
2015 Q4	$1K	Hold	27	–	–	﹤0.01%	1688
2015 Q3	$1K	Sell	27 -20	-43%	-$1.04K	﹤0.01%	1718
2015 Q2	$2K	Hold	47	–	–	﹤0.01%	1672
2015 Q1	$2K	Hold	47	–	–	﹤0.01%	1687
2014 Q4	$2K	Sell	47 -630	-93%	-$31.2K	﹤0.01%	1724
2014 Q3	$33K	Buy	677 +47	+7%	+$2.27K	0.01%	1161
2014 Q2	$30K	Buy	+630	New	+$29.1K	0.02%	479

Other funds holding IWY

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Next Financial Group held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q4 2021 at 529 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #1199.

Next Financial Group first reported a position in IWY in Q2 2014 and has held it in 20 quarters since. 280 funds tracked by Wall St. Rank hold IWY as of Q4 2021.

Next Financial Group held 529 shares of iShares Russell Top 200 Growth ETF worth $92K as of Q4 2021.
Next Financial Group left its iShares Russell Top 200 Growth ETF share count unchanged in Q4 2021.
iShares Russell Top 200 Growth ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1199 holding.
Next Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2014 and has held it in 20 quarters since.
280 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2021.

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