Advisor Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Advisor Group’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
2019 Q4	$251K	Sell	4,282 -3,462	-45%	-$196K	﹤0.01%	2207
2019 Q3	$425K	Buy	7,744 +3,462	+81%	+$188K	﹤0.01%	1740
2019 Q2	$231K	Buy	4,282 +20	+0.5%	+$1.07K	﹤0.01%	2195
2019 Q1	$224K	Sell	4,262 -1,156	-21%	-$59.2K	﹤0.01%	2193
2018 Q4	$259K	Buy	5,418 +1,323	+32%	+$67.7K	﹤0.01%	1903
2018 Q3	$219K	Hold	4,095	–	–	﹤0.01%	2091
2018 Q2	$209K	Hold	4,095	–	–	﹤0.01%	1942
2018 Q1	$206K	Buy	4,095 +722	+21%	+$38.1K	﹤0.01%	1955
2017 Q4	$177K	Buy	3,373 +2,863	+561%	+$146K	﹤0.01%	2103
2017 Q3	$25K	Buy	510 +301	+144%	+$14.8K	﹤0.01%	3432
2017 Q2	$10K	Sell	209 -1,055	-83%	-$50.9K	﹤0.01%	3918
2017 Q1	$61K	Hold	1,264	–	–	﹤0.01%	2550
2016 Q4	$59K	Buy	1,264 +1,040	+464%	+$47.2K	﹤0.01%	2479
2016 Q3	$10K	Sell	224 -15	-6%	-$663	﹤0.01%	3555
2016 Q2	$10K	Buy	+239	New	+$10.2K	﹤0.01%	3478

Other funds holding IWX

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's IWX Position: Q4 2019 in Review

Advisor Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 45% in Q4 2019, selling an estimated $196K and leaving 4,282 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Advisor Group first reported a position in IWX in Q2 2016 and has held it in 15 quarters since. The position peaked at $425K in Q3 2019. 61 funds tracked by Wall St. Rank hold IWX as of Q4 2019.

Advisor Group held 4,282 shares of iShares Russell Top 200 Value ETF worth $251K as of Q4 2019.
Advisor Group sold 3,462 iShares Russell Top 200 Value ETF shares in Q4 2019, an estimated $196K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2207 holding.
Advisor Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares Russell Top 200 Value ETF position peaked at $425K in Q3 2019.
61 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.