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FNY Investment Advisers’s iShares Russell Top 200 Value ETF IWX Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-100
Closed -$6K – 615
2023
Q3 		$6K Buy
+100
New +$6.79K ﹤0.01% 444

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $18.5B AUM 19.51% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

FNY Investment Advisers's IWX Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2023, closing a stake of 100 shares — an estimated $6K sold.

FNY Investment Advisers first reported a position in IWX in Q3 2023 and held it in 1 quarter. The position peaked at $6K in Q3 2023. 146 funds tracked by Wall St. Rank hold IWX as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 100 iShares Russell Top 200 Value ETF shares in Q4 2023, an estimated $6K.
  • FNY Investment Advisers first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and held it in 1 quarter.
  • FNY Investment Advisers's iShares Russell Top 200 Value ETF position peaked at $6K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.