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BluePath Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

BluePath Capital 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
2023
Q4 		– Sell
-2,680
Closed -$175K – 219
2023
Q3 		$175K Buy
+2,680
New +$182K 0.16% 109

Other funds holding IWX

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Envestnet Portfolio Solutions
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BluePath Capital Management's IWX Position: Q4 2023 in Review

BluePath Capital Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2023, closing a stake of 2,680 shares — an estimated $175K sold.

BluePath Capital Management first reported a position in IWX in Q3 2023 and held it in 1 quarter. The position peaked at $175K in Q3 2023. 146 funds tracked by Wall St. Rank hold IWX as of Q4 2023.

  • BluePath Capital Management reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2023 after selling out during the quarter.
  • BluePath Capital Management sold 2,680 iShares Russell Top 200 Value ETF shares in Q4 2023, an estimated $175K.
  • BluePath Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and held it in 1 quarter.
  • BluePath Capital Management's iShares Russell Top 200 Value ETF position peaked at $175K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2023.

Based on BluePath Capital Management's 13F filing for Q4 2023, filed 11 Jan 2024.