Aspire Private Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Aspire Private Capital’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 Q2	–	Sell	-883	Closed	-$62K	–	625
2022 Q1	$62K	Buy	+883	New	+$61K	0.02%	192
2021 Q3	–	Sell	-561	Closed	-$37K	–	623
2021 Q2	$37K	Buy	+561	New	+$37.2K	0.01%	233

Other funds holding IWX

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $21.5B AUM 26.98% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

HGWM

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

Aspire Private Capital's IWX Position: Q2 2022 in Review

Aspire Private Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2022, closing a stake of 883 shares — an estimated $62K sold.

Aspire Private Capital first reported a position in IWX in Q2 2021 and held it in 2 quarters. The position peaked at $62K in Q1 2022. 114 funds tracked by Wall St. Rank hold IWX as of Q2 2022.

Aspire Private Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2022 after selling out during the quarter.
Aspire Private Capital sold 883 iShares Russell Top 200 Value ETF shares in Q2 2022, an estimated $62K.
Aspire Private Capital first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and held it in 2 quarters.
Aspire Private Capital's iShares Russell Top 200 Value ETF position peaked at $62K in Q1 2022.
114 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2022.

Based on Aspire Private Capital's 13F filing for Q2 2022, filed 1 Aug 2022.