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AFT Forsyth & Company’s iShares Russell Top 200 Value ETF IWX Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$59K Hold
1,610
– – 0.08% 162
2013
Q2 		$58K Buy
+1,610
New +$57.3K 0.08% 151

Other funds holding IWX

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AFT Forsyth & Company's IWX Position: Q3 2013 in Review

AFT Forsyth & Company held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2013 at 1,610 shares worth $59K. The position accounts for 0.08% of the portfolio, ranked #162.

AFT Forsyth & Company first reported a position in IWX in Q2 2013 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold IWX as of Q3 2013.

  • AFT Forsyth & Company held 1,610 shares of iShares Russell Top 200 Value ETF worth $59K as of Q3 2013.
  • AFT Forsyth & Company left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2013.
  • iShares Russell Top 200 Value ETF made up 0.08% of AFT Forsyth & Company's portfolio in Q3 2013, its #162 holding.
  • AFT Forsyth & Company first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.