Castleview Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Castleview Partners’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
2021 Q2	$13K	Buy	+200	New	+$13.3K	0.01%	631

Other funds holding IWX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Castleview Partners's IWX Position: Q2 2021 in Review

Castleview Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2021: 200 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings.

91 funds tracked by Wall St. Rank hold IWX as of Q2 2021.

Castleview Partners held 200 shares of iShares Russell Top 200 Value ETF worth $13K as of Q2 2021.
iShares Russell Top 200 Value ETF was a new Castleview Partners position in Q2 2021.
iShares Russell Top 200 Value ETF made up 0.01% of Castleview Partners's portfolio in Q2 2021, its #631 holding.
91 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.