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

Clearstead 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
2023
Q3 		– Sell
-30
Closed -$2.02K – 1498
2023
Q2 		$2.02K Hold
30
– – ﹤0.01% 1150
2023
Q1 		$1.95K Hold
30
– – ﹤0.01% 1137
2022
Q4 		$1.95K Hold
30
– – ﹤0.01% 1094
2022
Q3 		$2K Buy
+30
New +$1.91K ﹤0.01% 1078

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 19.28% 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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Clearstead Advisors's IWX Position: Q3 2023 in Review

Clearstead Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2023, closing a stake of 30 shares — an estimated $2.02K sold.

Clearstead Advisors first reported a position in IWX in Q3 2022 and held it in 4 quarters. The position peaked at $2.02K in Q2 2023. 135 funds tracked by Wall St. Rank hold IWX as of Q3 2023.

  • Clearstead Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 30 iShares Russell Top 200 Value ETF shares in Q3 2023, an estimated $2.02K.
  • Clearstead Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and held it in 4 quarters.
  • Clearstead Advisors's iShares Russell Top 200 Value ETF position peaked at $2.02K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.