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Consolidated Planning Corp’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-143
Closed -$9K – 258
2021
Q3 		$9K Buy
+143
New +$9.62K 0.01% 313

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AWM
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WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Consolidated Planning Corp's IWX Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2021, closing a stake of 143 shares — an estimated $9K sold.

Consolidated Planning Corp first reported a position in IWX in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 98 funds tracked by Wall St. Rank hold IWX as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 143 iShares Russell Top 200 Value ETF shares in Q4 2021, an estimated $9K.
  • Consolidated Planning Corp first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares Russell Top 200 Value ETF position peaked at $9K in Q3 2021.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.