WFG Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

WFG Advisors’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
2017 Q2	$10K	Hold	210	–	–	﹤0.01%	1144
2017 Q1	$10K	Hold	210	–	–	﹤0.01%	1078
2016 Q4	$10K	Hold	210	–	–	﹤0.01%	1105
2016 Q3	$9K	Sell	210 -73	-26%	-$3.23K	﹤0.01%	1158
2016 Q2	$12K	Hold	283	–	–	﹤0.01%	1043
2016 Q1	$12K	Sell	283 -50	-15%	-$1.99K	﹤0.01%	1008
2015 Q4	$14K	Hold	333	–	–	﹤0.01%	992
2015 Q3	$13K	Hold	333	–	–	﹤0.01%	1020
2015 Q2	$15K	Hold	333	–	–	﹤0.01%	1064
2015 Q1	$14K	Hold	333	–	–	﹤0.01%	1097
2014 Q4	$15K	Hold	333	–	–	﹤0.01%	1324
2014 Q3	$14K	Hold	333	–	–	﹤0.01%	1388
2014 Q2	$14K	Hold	333	–	–	﹤0.01%	1387
2014 Q1	$14K	Hold	333	–	–	﹤0.01%	1377
2013 Q4	$13K	Hold	333	–	–	﹤0.01%	1499
2013 Q3	$12K	Hold	333	–	–	﹤0.01%	1458
2013 Q2	$12K	Buy	+333	New	+$11.9K	﹤0.01%	1397

Other funds holding IWX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WFG Advisors's IWX Position: Q2 2017 in Review

WFG Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2017 at 210 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

WFG Advisors first reported a position in IWX in Q2 2013 and has held it in 17 quarters since. The position peaked at $15K in Q2 2015. 40 funds tracked by Wall St. Rank hold IWX as of Q2 2017.

WFG Advisors held 210 shares of iShares Russell Top 200 Value ETF worth $10K as of Q2 2017.
WFG Advisors left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2017.
iShares Russell Top 200 Value ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1144 holding.
WFG Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Russell Top 200 Value ETF position peaked at $15K in Q2 2015.
40 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.