Avior Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-68	Closed	-$5.37K	–	1545
2024 Q4	$5.37K	Buy	68 +1	+1%	+$82	﹤0.01%	1834
2024 Q3	$5.49K	Hold	67	–	–	﹤0.01%	1747
2024 Q2	$5.03K	Buy	67 +1	+2%	+$75	﹤0.01%	1718
2024 Q1	$5.11K	Hold	66	–	–	﹤0.01%	2073
2023 Q4	$4.68K	Buy	66 +1	+2%	+$66	﹤0.01%	1163
2023 Q3	$4.3K	Hold	65	–	–	﹤0.01%	1233
2023 Q2	$4.44K	Hold	65	–	–	﹤0.01%	1199
2023 Q1	$4.26K	Sell	65 -4	-6%	-$262	﹤0.01%	1247
2022 Q4	$4.49K	Sell	69 -5	-7%	-$319	﹤0.01%	971
2022 Q3	$4K	Hold	74	–	–	﹤0.01%	958
2022 Q2	$4K	Buy	74 +1	+1%	+$66	﹤0.01%	882
2022 Q1	$5K	Hold	73	–	–	﹤0.01%	905
2021 Q4	$5K	Sell	73 -196	-73%	-$13.4K	﹤0.01%	887
2021 Q3	$17K	Buy	269 +196	+268%	+$13.2K	﹤0.01%	701
2021 Q2	$4K	Hold	73	–	–	﹤0.01%	843
2021 Q1	$4K	Buy	73 +1	+1%	+$61	﹤0.01%	856
2020 Q4	$4K	Buy	72 +1	+1%	+$55	﹤0.01%	810
2020 Q3	$3K	Hold	71	–	–	﹤0.01%	792
2020 Q2	$3K	Buy	+71	New	+$3.43K	﹤0.01%	761

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Avior Wealth Management's IWX Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2025, closing a stake of 68 shares — an estimated $5.37K sold.

Avior Wealth Management first reported a position in IWX in Q2 2020 and held it in 19 quarters. The position peaked at $17K in Q3 2021. 220 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

Avior Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 68 iShares Russell Top 200 Value ETF shares in Q1 2025, an estimated $5.37K.
Avior Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2020 and held it in 19 quarters.
Avior Wealth Management's iShares Russell Top 200 Value ETF position peaked at $17K in Q3 2021.
220 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.