AWA
IWX icon

Authentikos Wealth Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Authentikos Wealth Advisory’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
2024
Q4 		– Sell
-649
Closed -$52.7K – 122
2024
Q3 		$52.7K Buy
+649
New +$50.6K 0.05% 105
2023
Q4 		– Sell
-637
Closed -$41.6K – 310
2023
Q3 		$41.6K Buy
+637
New +$43.2K 0.04% 135

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Authentikos Wealth Advisory's IWX Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2024, closing a stake of 649 shares — an estimated $52.7K sold.

Authentikos Wealth Advisory first reported a position in IWX in Q3 2023 and held it in 2 quarters. The position peaked at $52.7K in Q3 2024. 186 funds tracked by Wall St. Rank hold IWX as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 649 iShares Russell Top 200 Value ETF shares in Q4 2024, an estimated $52.7K.
  • Authentikos Wealth Advisory first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and held it in 2 quarters.
  • Authentikos Wealth Advisory's iShares Russell Top 200 Value ETF position peaked at $52.7K in Q3 2024.
  • 186 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.