Capital Investment Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Capital Investment Advisory Services’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 Q2	–	Sell	-75	Closed	-$4.88K	–	892
2023 Q1	$4.88K	Buy	+75	New	+$4.92K	﹤0.01%	788
2022 Q2	–	Sell	-20	Closed	-$1K	–	855
2022 Q1	$1K	Buy	+20	New	+$1.38K	﹤0.01%	824

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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

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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Capital Investment Advisory Services's IWX Position: Q2 2023 in Review

Capital Investment Advisory Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2023, closing a stake of 75 shares — an estimated $4.88K sold.

Capital Investment Advisory Services first reported a position in IWX in Q1 2022 and held it in 2 quarters. The position peaked at $4.88K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWX as of Q2 2023.

Capital Investment Advisory Services reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 75 iShares Russell Top 200 Value ETF shares in Q2 2023, an estimated $4.88K.
Capital Investment Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and held it in 2 quarters.
Capital Investment Advisory Services's iShares Russell Top 200 Value ETF position peaked at $4.88K in Q1 2023.
131 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2023.

Based on Capital Investment Advisory Services's 13F filing for Q2 2023, filed 28 Jul 2023.