IFP Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

IFP 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
2023 Q1	–	Sell	-10,103	Closed	-$515K	–	3923
2022 Q4	$515K	Hold	10,103	–	–	0.01%	884
2022 Q3	$515K	Hold	10,103	–	–	0.01%	918
2022 Q2	$515K	Hold	10,103	–	–	0.02%	836
2022 Q1	$515K	Buy	+10,103	New	+$698K	0.02%	836
2019 Q1	–	Sell	-200	Closed	-$9K	–	2888
2018 Q4	$9K	Buy	200 +100	+100%	+$5.12K	﹤0.01%	2557
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	3203
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	3254
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	3172
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	3219
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	3394
2017 Q2	$5K	Hold	100	–	–	﹤0.01%	3399
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	3294
2016 Q4	$5K	Hold	100	–	–	﹤0.01%	3299
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	3330
2016 Q2	$4K	Buy	+100	New	+$4.25K	﹤0.01%	3244

Other funds holding IWX

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return