Financial Architects (New Jersey)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-152	Closed	-$7K	–	517
2020 Q2	$7K	Hold	152	–	–	﹤0.01%	690
2020 Q1	$7K	Hold	152	–	–	﹤0.01%	667
2019 Q4	$9K	Hold	152	–	–	﹤0.01%	691
2019 Q3	$8K	Hold	152	–	–	﹤0.01%	758
2019 Q2	$8K	Hold	152	–	–	﹤0.01%	927
2019 Q1	$8K	Hold	152	–	–	﹤0.01%	1139
2018 Q4	$7K	Hold	152	–	–	﹤0.01%	1068
2018 Q3	$8K	Hold	152	–	–	﹤0.01%	1161
2018 Q2	$8K	Hold	152	–	–	﹤0.01%	1042
2018 Q1	$8K	Hold	152	–	–	﹤0.01%	1150
2017 Q4	$8K	Hold	152	–	–	﹤0.01%	1200
2017 Q3	$8K	Hold	152	–	–	﹤0.01%	1180
2017 Q2	$7K	Hold	152	–	–	﹤0.01%	1211
2017 Q1	$7K	Hold	152	–	–	﹤0.01%	1215
2016 Q4	$7K	Hold	152	–	–	﹤0.01%	1086
2016 Q3	$7K	Hold	152	–	–	﹤0.01%	1071
2016 Q2	$7K	Hold	152	–	–	﹤0.01%	1045
2016 Q1	$6K	Buy	+152	New	+$6.04K	﹤0.01%	865

Other funds holding IWX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Financial Architects (New Jersey)'s IWX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2020, closing a stake of 152 shares — an estimated $7K sold.

Financial Architects (New Jersey) first reported a position in IWX in Q1 2016 and held it in 18 quarters. The position peaked at $9K in Q4 2019. 70 funds tracked by Wall St. Rank hold IWX as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 152 iShares Russell Top 200 Value ETF shares in Q3 2020, an estimated $7K.
Financial Architects (New Jersey) first reported a position in iShares Russell Top 200 Value ETF in Q1 2016 and held it in 18 quarters.
Financial Architects (New Jersey)'s iShares Russell Top 200 Value ETF position peaked at $9K in Q4 2019.
70 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.