BCWM
IWX icon

Bartlett & Co Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-11
Closed -$680 – 1235
2022
Q2 		$680 Buy
+11
New +$725 ﹤0.01% 1257

Other funds holding IWX

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

Bartlett & Co Wealth Management's IWX Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2022, closing a stake of 11 shares — an estimated $680 sold.

Bartlett & Co Wealth Management first reported a position in IWX in Q2 2022 and held it in 1 quarter. The position peaked at $680 in Q2 2022. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 11 iShares Russell Top 200 Value ETF shares in Q3 2022, an estimated $680.
  • Bartlett & Co Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares Russell Top 200 Value ETF position peaked at $680 in Q2 2022.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.