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Founders Financial Alliance’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Founders Financial Alliance’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
-77
Closed -$5K – 511
2022
Q2 		$5K Buy
+77
New +$5.08K ﹤0.01% 458

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 22.9% 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
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

Founders Financial Alliance's IWX Position: Q3 2022 in Review

Founders Financial Alliance sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2022, closing a stake of 77 shares — an estimated $5K sold.

Founders Financial Alliance first reported a position in IWX in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 118 funds tracked by Wall St. Rank hold IWX as of Q3 2022.

  • Founders Financial Alliance reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 77 iShares Russell Top 200 Value ETF shares in Q3 2022, an estimated $5K.
  • Founders Financial Alliance first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 1 quarter.
  • Founders Financial Alliance's iShares Russell Top 200 Value ETF position peaked at $5K in Q2 2022.
  • 118 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.