Banco BTG Pactual’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Banco BTG Pactual’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 Q3	–	Sell	-4,488	Closed	-$277K	–	116
2022 Q2	$277K	Buy	+4,488	New	+$296K	0.18%	67

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

HGWM

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

Banco BTG Pactual's IWX Position: Q3 2022 in Review

Banco BTG Pactual sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2022, closing a stake of 4,488 shares — an estimated $277K sold.

Banco BTG Pactual first reported a position in IWX in Q2 2022 and held it in 1 quarter. The position peaked at $277K in Q2 2022. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

Banco BTG Pactual reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2022 after selling out during the quarter.
Banco BTG Pactual sold 4,488 iShares Russell Top 200 Value ETF shares in Q3 2022, an estimated $277K.
Banco BTG Pactual first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 1 quarter.
Banco BTG Pactual's iShares Russell Top 200 Value ETF position peaked at $277K in Q2 2022.
118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on Banco BTG Pactual's 13F filing for Q3 2022, filed 14 Nov 2022.