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

Brophy 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
2024
Q3 		$248K Buy
+3,046
New +$238K 0.09% 190

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Brophy Wealth Management's IWX Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2024: 3,046 shares worth $248K. The stake represents 0.09% of the portfolio and ranks #190 among its holdings.

195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

  • Brophy Wealth Management held 3,046 shares of iShares Russell Top 200 Value ETF worth $248K as of Q3 2024.
  • iShares Russell Top 200 Value ETF was a new Brophy Wealth Management position in Q3 2024.
  • iShares Russell Top 200 Value ETF made up 0.09% of Brophy Wealth Management's portfolio in Q3 2024, its #190 holding.
  • 195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.