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Glass Jacobson Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Glass Jacobson Investment Advisors’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
Q4 		$12.4K Buy
+191
New +$12.2K 0.01% 489

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 $374B AUM 17.66% 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
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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glass Jacobson Investment Advisors's IWX Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q4 2022: 191 shares worth $12.4K. The stake represents 0.01% of the portfolio and ranks #489 among its holdings.

133 funds tracked by Wall St. Rank hold IWX as of Q4 2022.

  • Glass Jacobson Investment Advisors held 191 shares of iShares Russell Top 200 Value ETF worth $12.4K as of Q4 2022.
  • iShares Russell Top 200 Value ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
  • iShares Russell Top 200 Value ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #489 holding.
  • 133 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.