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Asset Dedication LLC’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Asset Dedication LLC’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
2017
Q2 		– Sell
-50
Closed -$2K – 389
2017
Q1 		$2K Hold
50
– – ﹤0.01% 358
2016
Q4 		$2K Buy
+50
New +$2.27K ﹤0.01% 366

Other funds holding IWX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Dedication LLC's IWX Position: Q2 2017 in Review

Asset Dedication LLC sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2017, closing a stake of 50 shares — an estimated $2K sold.

Asset Dedication LLC first reported a position in IWX in Q4 2016 and held it in 2 quarters. The position peaked at $2K in Q1 2017. 40 funds tracked by Wall St. Rank hold IWX as of Q2 2017.

  • Asset Dedication LLC reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2017 after selling out during the quarter.
  • Asset Dedication LLC sold 50 iShares Russell Top 200 Value ETF shares in Q2 2017, an estimated $2K.
  • Asset Dedication LLC first reported a position in iShares Russell Top 200 Value ETF in Q4 2016 and held it in 2 quarters.
  • Asset Dedication LLC's iShares Russell Top 200 Value ETF position peaked at $2K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2017.

Based on Asset Dedication LLC's 13F filing for Q2 2017, filed 17 Jul 2017.