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

Abound 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
2023
Q1 		– Sell
-150
Closed -$9.75K – 735
2022
Q4 		$9.75K Hold
150
– – ﹤0.01% 263
2022
Q3 		$8.66K Buy
+150
New +$9.53K ﹤0.01% 287

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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Abound Wealth Management's IWX Position: Q1 2023 in Review

Abound Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2023, closing a stake of 150 shares — an estimated $9.75K sold.

Abound Wealth Management first reported a position in IWX in Q3 2022 and held it in 2 quarters. The position peaked at $9.75K in Q4 2022. 124 funds tracked by Wall St. Rank hold IWX as of Q1 2023.

  • Abound Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2023 after selling out during the quarter.
  • Abound Wealth Management sold 150 iShares Russell Top 200 Value ETF shares in Q1 2023, an estimated $9.75K.
  • Abound Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and held it in 2 quarters.
  • Abound Wealth Management's iShares Russell Top 200 Value ETF position peaked at $9.75K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2023.

Based on Abound Wealth Management's 13F filing for Q1 2023, filed 7 Aug 2024.