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

Horizon 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
2013
Q3 		– Sell
-1,094,266
Closed -$39.2M – 73
2013
Q2 		$39.2M Buy
+1,094,266
New +$39M 11.41% 3

Other funds holding IWX

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
WT
Wilmington Trust Wilmington, Delaware $6.01B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Horizon Investments's IWX Position: Q3 2013 in Review

Horizon Investments sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2013, closing a stake of 1,094,266 shares — an estimated $39.2M sold.

Horizon Investments first reported a position in IWX in Q2 2013 and held it in 1 quarter. The position peaked at $39.2M in Q2 2013. 18 funds tracked by Wall St. Rank hold IWX as of Q3 2013.

  • Horizon Investments reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2013 after selling out during the quarter.
  • Horizon Investments sold 1,094,266 iShares Russell Top 200 Value ETF shares in Q3 2013, an estimated $39.2M.
  • Horizon Investments first reported a position in iShares Russell Top 200 Value ETF in Q2 2013 and held it in 1 quarter.
  • Horizon Investments's iShares Russell Top 200 Value ETF position peaked at $39.2M in Q2 2013.
  • 18 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2013.

Based on Horizon Investments's 13F filing for Q3 2013, filed 13 Nov 2013.