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Cetera Advisor Networks’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cetera Advisor Networks’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
Q1 		$5.08M Sell
66,579
-3,773
-5% -$273K 0.03% 624
2023
Q4 		$4.94M Buy
70,352
+42,483
+152% +$2.82M 0.03% 582
2023
Q3 		$1.82M Buy
27,869
+777
+3% +$52.7K 0.01% 938
2023
Q2 		$1.83M Buy
27,092
+12,634
+87% +$831K 0.01% 895
2023
Q1 		$941K Sell
14,458
-41
-0.3% -$2.69K 0.01% 1278
2022
Q4 		$942K Buy
14,499
+905
+7% +$57.7K 0.01% 1224
2022
Q3 		$784K Sell
13,594
-1,728
-11% -$110K 0.01% 1010
2022
Q2 		$947K Sell
15,322
-7,224
-32% -$476K 0.01% 909
2022
Q1 		$1.57M Sell
22,546
-1,941
-8% -$134K 0.02% 715
2021
Q4 		$1.72M Buy
24,487
+3,715
+18% +$254K 0.02% 657
2021
Q3 		$1.36M Buy
20,772
+955
+5% +$64.2K 0.02% 704
2021
Q2 		$1.32M Sell
19,817
-31,449
-61% -$2.08M 0.02% 700
2021
Q1 		$3.27M Sell
51,266
-3,624
-7% -$220K 0.07% 261
2020
Q4 		$3.18M Buy
54,890
+7,962
+17% +$435K 0.07% 246
2020
Q3 		$2.4M Buy
46,928
+5,107
+12% +$262K 0.06% 271
2020
Q2 		$2.04M Buy
41,821
+9,060
+28% +$437K 0.05% 294
2020
Q1 		$1.45M Buy
32,761
+13,938
+74% +$749K 0.05% 326
2019
Q4 		$1.1M Buy
18,823
+1,851
+11% +$105K 0.03% 468
2019
Q3 		$933K Buy
16,972
+1,309
+8% +$71.1K 0.03% 488
2019
Q2 		$846K Sell
15,663
-597
-4% -$31.8K 0.03% 512
2019
Q1 		$857K Buy
16,260
+8,818
+118% +$452K 0.03% 478
2018
Q4 		$356K Buy
+7,442
New +$381K 0.01% 691

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
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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cetera Advisor Networks's IWX Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Russell Top 200 Value ETF (IWX) stake by 5.4% in Q1 2024, selling an estimated $273K and leaving 66,579 shares worth $5.08M. The position accounts for 0.03% of the portfolio, ranked #624.

Cetera Advisor Networks first reported a position in IWX in Q4 2018 and has held it in 22 quarters since. 146 funds tracked by Wall St. Rank hold IWX as of Q1 2024.

  • Cetera Advisor Networks held 66,579 shares of iShares Russell Top 200 Value ETF worth $5.08M as of Q1 2024.
  • Cetera Advisor Networks sold 3,773 iShares Russell Top 200 Value ETF shares in Q1 2024, an estimated $273K.
  • iShares Russell Top 200 Value ETF made up 0.03% of Cetera Advisor Networks's portfolio in Q1 2024, its #624 holding.
  • Cetera Advisor Networks first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and has held it in 22 quarters since.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.