Arax Advisory Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Arax Advisory Partners’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
2021 Q3	–	Sell	-247	Closed	-$16K	–	1035
2021 Q2	$16K	Buy	+247	New	+$16.4K	﹤0.01%	599
2018 Q3	–	Sell	-3,537	Closed	-$180K	–	672
2018 Q2	$180K	Hold	3,537	–	–	0.08%	104
2018 Q1	$178K	Sell	3,537 -3,350	-49%	-$177K	0.09%	87
2017 Q4	$361K	Hold	6,887	–	–	0.16%	55
2017 Q3	$344K	Sell	6,887 -1,870	-21%	-$91.7K	0.17%	50
2017 Q2	$428K	Sell	8,757 -2,810	-24%	-$136K	0.2%	42
2017 Q1	$557K	Sell	11,567 -135,038	-92%	-$6.51M	0.27%	26
2016 Q4	$6.89M	Buy	+146,605	New	+$6.65M	3.45%	12

Other funds holding IWX

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

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

AWM

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

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

HGWM

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

Arax Advisory Partners's IWX Position: Q3 2021 in Review

Arax Advisory Partners sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2021, closing a stake of 247 shares — an estimated $16K sold.

Arax Advisory Partners first reported a position in IWX in Q4 2016 and held it in 8 quarters. The position peaked at $6.89M in Q4 2016. 89 funds tracked by Wall St. Rank hold IWX as of Q3 2021.

Arax Advisory Partners reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2021 after selling out during the quarter.
Arax Advisory Partners sold 247 iShares Russell Top 200 Value ETF shares in Q3 2021, an estimated $16K.
Arax Advisory Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2016 and held it in 8 quarters.
Arax Advisory Partners's iShares Russell Top 200 Value ETF position peaked at $6.89M in Q4 2016.
89 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2021.

Based on Arax Advisory Partners's 13F filing for Q3 2021, filed 5 Nov 2021.