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Curi Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Curi Wealth Management’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
-2,760
Closed -$171K – 450
2022
Q2 		$171K Sell
2,760
-132
-5% -$8.71K 0.03% 133
2022
Q1 		$201K Buy
2,892
+13
+0.5% +$899 0.03% 117
2021
Q4 		$201K Buy
+2,879
New +$197K 0.03% 110
2021
Q3 		– Sell
-3,217
Closed -$213K – 90
2021
Q2 		$213K Buy
+3,217
New +$213K 0.11% 87

Other funds holding IWX

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

Curi Wealth Management's IWX Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2022, closing a stake of 2,760 shares — an estimated $171K sold.

Curi Wealth Management first reported a position in IWX in Q2 2021 and held it in 4 quarters. The position peaked at $213K in Q2 2021. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 2,760 iShares Russell Top 200 Value ETF shares in Q3 2022, an estimated $171K.
  • Curi Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and held it in 4 quarters.
  • Curi Wealth Management's iShares Russell Top 200 Value ETF position peaked at $213K in Q2 2021.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.