CMA
IWX icon

Cedar Mountain Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cedar Mountain Advisors’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 		– Sell
-732
Closed -$54.8K – 345
2024
Q2 		$54.8K Hold
732
– – 0.01% 70
2024
Q1 		$55.9K Hold
732
– – 0.01% 67
2023
Q4 		$51.4K Hold
732
– – 0.01% 72
2023
Q3 		$47.9K Hold
732
– – 0.01% 70
2023
Q2 		$49.4K Hold
732
– – 0.01% 75
2023
Q1 		$47.7K Buy
+732
New +$48K 0.01% 76

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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 $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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

Cedar Mountain Advisors's IWX Position: Q3 2024 in Review

Cedar Mountain Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2024, closing a stake of 732 shares — an estimated $54.8K sold.

Cedar Mountain Advisors first reported a position in IWX in Q1 2023 and held it in 6 quarters. The position peaked at $55.9K in Q1 2024. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

  • Cedar Mountain Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Cedar Mountain Advisors sold 732 iShares Russell Top 200 Value ETF shares in Q3 2024, an estimated $54.8K.
  • Cedar Mountain Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2023 and held it in 6 quarters.
  • Cedar Mountain Advisors's iShares Russell Top 200 Value ETF position peaked at $55.9K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on Cedar Mountain Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.