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1900 Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

1900 Wealth Management’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
2022
Q1 		– Sell
-3,299
Closed -$232K – 253
2021
Q4 		$232K Hold
3,299
– – 0.02% 222
2021
Q3 		$217K Buy
+3,299
New +$222K 0.02% 207

Other funds holding IWX

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

1900 Wealth Management's IWX Position: Q1 2022 in Review

1900 Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2022, closing a stake of 3,299 shares — an estimated $232K sold.

1900 Wealth Management first reported a position in IWX in Q3 2021 and held it in 2 quarters. The position peaked at $232K in Q4 2021. 106 funds tracked by Wall St. Rank hold IWX as of Q1 2022.

  • 1900 Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2022 after selling out during the quarter.
  • 1900 Wealth Management sold 3,299 iShares Russell Top 200 Value ETF shares in Q1 2022, an estimated $232K.
  • 1900 Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and held it in 2 quarters.
  • 1900 Wealth Management's iShares Russell Top 200 Value ETF position peaked at $232K in Q4 2021.
  • 106 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2022.

Based on 1900 Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.