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

ACG Wealth’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 		– Sell
-186
Closed -$11K – 627
2022
Q2 		$11K Buy
+186
New +$12.3K ﹤0.01% 677

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

ACG Wealth's IWX Position: Q3 2022 in Review

ACG Wealth sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2022, closing a stake of 186 shares — an estimated $11K sold.

ACG Wealth first reported a position in IWX in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

  • ACG Wealth reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 186 iShares Russell Top 200 Value ETF shares in Q3 2022, an estimated $11K.
  • ACG Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's iShares Russell Top 200 Value ETF position peaked at $11K in Q2 2022.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.