American Portfolios Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

American Portfolios Advisors’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	$33K	Hold	571	–	–	﹤0.01%	1940
2022 Q2	$35.3K	Hold	571	–	–	﹤0.01%	1953
2022 Q1	$39.8K	Hold	571	–	–	﹤0.01%	1999
2021 Q4	$40K	Sell	571 -4	-0.7%	-$274	﹤0.01%	1970
2021 Q3	$37.7K	Hold	575	–	–	﹤0.01%	1930
2021 Q2	$38.2K	Buy	575 +567	+7,088%	+$37.6K	﹤0.01%	1879
2021 Q1	$510	Hold	8	–	–	﹤0.01%	3204
2020 Q4	$463	Hold	8	–	–	﹤0.01%	2911
2020 Q3	$409	Hold	8	–	–	﹤0.01%	2857
2020 Q2	$391	Hold	8	–	–	﹤0.01%	2777
2020 Q1	$353	Sell	8 -1,200	-99%	-$64.5K	﹤0.01%	2686
2019 Q4	$70.7K	Hold	1,208	–	–	0.01%	1216
2019 Q3	$66.2K	Buy	1,208 +1,200	+15,000%	+$65.2K	0.01%	1165
2019 Q2	$432	Hold	8	–	–	﹤0.01%	2658
2019 Q1	$420	Hold	8	–	–	﹤0.01%	2542
2018 Q4	$382	Buy	+8	New	+$410	﹤0.01%	2330

Other funds holding IWX

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

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 Charlotte, North Carolina $83.7B AUM 27.22% 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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

American Portfolios Advisors's IWX Position: Q3 2022 in Review

American Portfolios Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2022 at 571 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

American Portfolios Advisors first reported a position in IWX in Q4 2018 and has held it in 16 quarters since. The position peaked at $70.7K in Q4 2019. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

American Portfolios Advisors held 571 shares of iShares Russell Top 200 Value ETF worth $33K as of Q3 2022.
American Portfolios Advisors left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2022.
iShares Russell Top 200 Value ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1940 holding.
American Portfolios Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and has held it in 16 quarters since.
American Portfolios Advisors's iShares Russell Top 200 Value ETF position peaked at $70.7K in Q4 2019.
118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.