IPW
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Impact Partnership Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-160
Closed -$10.8K – 1120
2023
Q2 		$10.8K Buy
+160
New +$10.5K ﹤0.01% 416

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 19.28% 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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Impact Partnership Wealth's IWX Position: Q3 2023 in Review

Impact Partnership Wealth sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2023, closing a stake of 160 shares — an estimated $10.8K sold.

Impact Partnership Wealth first reported a position in IWX in Q2 2023 and held it in 1 quarter. The position peaked at $10.8K in Q2 2023. 135 funds tracked by Wall St. Rank hold IWX as of Q3 2023.

  • Impact Partnership Wealth reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 160 iShares Russell Top 200 Value ETF shares in Q3 2023, an estimated $10.8K.
  • Impact Partnership Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares Russell Top 200 Value ETF position peaked at $10.8K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.