GI
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Gradient Investments’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Gradient Investments’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
2024
Q3 		– Sell
-439
Closed -$32.8K – 830
2024
Q2 		$32.8K Hold
439
– – ﹤0.01% 553
2024
Q1 		$33.5K Hold
439
– – ﹤0.01% 469
2023
Q4 		$30.8K Hold
439
– – ﹤0.01% 637
2023
Q3 		$28.7K Sell
439
-339
-44% -$23K ﹤0.01% 608
2023
Q2 		$52.5K Hold
778
– – ﹤0.01% 495
2023
Q1 		$50.6K Sell
778
-4,987
-87% -$327K ﹤0.01% 493
2022
Q4 		$375K Buy
5,765
+4,862
+538% +$310K 0.01% 253
2022
Q3 		$52K Hold
903
– – ﹤0.01% 479
2022
Q2 		$56K Hold
903
– – ﹤0.01% 456
2022
Q1 		$63K Sell
903
-669
-43% -$46.2K ﹤0.01% 438
2021
Q4 		$110K Buy
1,572
+428
+37% +$29.3K ﹤0.01% 356
2021
Q3 		$75K Sell
1,144
-108
-9% -$7.26K ﹤0.01% 412
2021
Q2 		$83K Buy
1,252
+339
+37% +$22.5K ﹤0.01% 393
2021
Q1 		$58K Hold
913
– – ﹤0.01% 442
2020
Q4 		$47K Hold
913
– – ﹤0.01% 413
2020
Q3 		$47K Buy
913
+349
+62% +$17.9K ﹤0.01% 416
2020
Q2 		$28K Sell
564
-57
-9% -$2.75K ﹤0.01% 469
2020
Q1 		$27K Buy
621
+57
+10% +$3.06K ﹤0.01% 452
2019
Q4 		$33K Buy
564
+125
+28% +$7.06K ﹤0.01% 478
2019
Q3 		$24K Buy
+439
New +$23.8K ﹤0.01% 502

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Gradient Investments's IWX Position: Q3 2024 in Review

Gradient Investments sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2024, closing a stake of 439 shares — an estimated $32.8K sold.

Gradient Investments first reported a position in IWX in Q3 2019 and held it in 20 quarters. The position peaked at $375K in Q4 2022. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

  • Gradient Investments reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 439 iShares Russell Top 200 Value ETF shares in Q3 2024, an estimated $32.8K.
  • Gradient Investments first reported a position in iShares Russell Top 200 Value ETF in Q3 2019 and held it in 20 quarters.
  • Gradient Investments's iShares Russell Top 200 Value ETF position peaked at $375K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.