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Econ Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Econ Financial Services’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
-35,525
Closed -$2.4M – 86
2023
Q2 		$2.4M Sell
35,525
-15
-0% -$986 1.69% 21
2023
Q1 		$2.31M Buy
+35,540
New +$2.33M 1.75% 21

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 19.34% 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 $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

Econ Financial Services's IWX Position: Q3 2023 in Review

Econ Financial Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2023, closing a stake of 35,525 shares — an estimated $2.4M sold.

Econ Financial Services first reported a position in IWX in Q1 2023 and held it in 2 quarters. The position peaked at $2.4M in Q2 2023. 135 funds tracked by Wall St. Rank hold IWX as of Q3 2023.

  • Econ Financial Services reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 35,525 iShares Russell Top 200 Value ETF shares in Q3 2023, an estimated $2.4M.
  • Econ Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2023 and held it in 2 quarters.
  • Econ Financial Services's iShares Russell Top 200 Value ETF position peaked at $2.4M in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.