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

AllSquare 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
2015
Q3 		– Sell
-37
Closed -$2K – 318
2015
Q2 		$2K Buy
+37
New +$1.64K ﹤0.01% 303

Other funds holding IWX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GFG
Gray Financial Group Atlanta, Georgia $257M AUM 11.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

AllSquare Wealth Management's IWX Position: Q3 2015 in Review

AllSquare Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2015, closing a stake of 37 shares — an estimated $2K sold.

AllSquare Wealth Management first reported a position in IWX in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 28 funds tracked by Wall St. Rank hold IWX as of Q3 2015.

  • AllSquare Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 37 iShares Russell Top 200 Value ETF shares in Q3 2015, an estimated $2K.
  • AllSquare Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2015 and held it in 1 quarter.
  • AllSquare Wealth Management's iShares Russell Top 200 Value ETF position peaked at $2K in Q2 2015.
  • 28 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2015.

Based on AllSquare Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.