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55I LLC’s iShares Russell Top 200 Value ETF IWX Stock Holding History

55I LLC’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
Q3 		$13.3M Buy
+230,468
New +$14.6M 0.37% 44

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 $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
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
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

55I LLC's IWX Position: Q3 2022 in Review

55I LLC opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2022: 230,468 shares worth $13.3M. The stake represents 0.37% of the portfolio and ranks #44 among its holdings.

118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

  • 55I LLC held 230,468 shares of iShares Russell Top 200 Value ETF worth $13.3M as of Q3 2022.
  • iShares Russell Top 200 Value ETF was a new 55I LLC position in Q3 2022.
  • iShares Russell Top 200 Value ETF made up 0.37% of 55I LLC's portfolio in Q3 2022, its #44 holding.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.