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Inscription Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Inscription Capital’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
2019
Q2 		– Sell
-1,836
Closed -$96K – 179
2019
Q1 		$96K Hold
1,836
– – 0.05% 163
2018
Q4 		$88K Buy
+1,836
New +$94K 0.05% 169

Other funds holding IWX

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Inscription Capital's IWX Position: Q2 2019 in Review

Inscription Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2019, closing a stake of 1,836 shares — an estimated $96K sold.

Inscription Capital first reported a position in IWX in Q4 2018 and held it in 2 quarters. The position peaked at $96K in Q1 2019. 51 funds tracked by Wall St. Rank hold IWX as of Q2 2019.

  • Inscription Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Inscription Capital sold 1,836 iShares Russell Top 200 Value ETF shares in Q2 2019, an estimated $96K.
  • Inscription Capital first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and held it in 2 quarters.
  • Inscription Capital's iShares Russell Top 200 Value ETF position peaked at $96K in Q1 2019.
  • 51 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2019.

Based on Inscription Capital's 13F filing for Q2 2019, filed 14 Aug 2019.