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

Cetera 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
2022 Q3	–	Sell	-3,400	Closed	-$210K	–	1412
2022 Q2	$210K	Buy	3,400 +259	+8%	+$17.1K	﹤0.01%	1215
2022 Q1	$219K	Buy	+3,141	New	+$217K	﹤0.01%	1269
2021 Q4	–	Sell	-3,639	Closed	-$239K	–	1484
2021 Q3	$239K	Buy	+3,639	New	+$245K	﹤0.01%	1224
2019 Q2	–	Sell	-1,652	Closed	-$87K	–	1120
2019 Q1	$87K	Buy	+1,652	New	+$84.6K	﹤0.01%	910

Other funds holding IWX

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Cetera Advisors's IWX Position: Q3 2022 in Review

Cetera Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2022, closing a stake of 3,400 shares — an estimated $210K sold.

Cetera Advisors first reported a position in IWX in Q1 2019 and held it in 4 quarters. The position peaked at $239K in Q3 2021. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

Cetera Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2022 after selling out during the quarter.
Cetera Advisors sold 3,400 iShares Russell Top 200 Value ETF shares in Q3 2022, an estimated $210K.
Cetera Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2019 and held it in 4 quarters.
Cetera Advisors's iShares Russell Top 200 Value ETF position peaked at $239K in Q3 2021.
118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on Cetera Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.