First Allied Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

First Allied Advisory 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
2019 Q4	–	Sell	-83	Closed	-$5K	–	1408
2019 Q3	$5K	Buy	+83	New	+$4.51K	﹤0.01%	1572

Other funds holding IWX

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

First Allied Advisory Services's IWX Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2019, closing a stake of 83 shares — an estimated $5K sold.

First Allied Advisory Services first reported a position in IWX in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 61 funds tracked by Wall St. Rank hold IWX as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 83 iShares Russell Top 200 Value ETF shares in Q4 2019, an estimated $5K.
First Allied Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2019 and held it in 1 quarter.
First Allied Advisory Services's iShares Russell Top 200 Value ETF position peaked at $5K in Q3 2019.
61 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.