Karn Couzens & Associates’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Karn Couzens & Associates’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
2022 Q1	$404K	Buy	+5,800	New	+$401K	0.26%	57

Other funds holding IWX

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.5B AUM 19.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WSFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

HGWM

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

MAC

Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return

Karn Couzens & Associates's IWX Position: Q1 2022 in Review

Karn Couzens & Associates opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2022: 5,800 shares worth $404K. The stake represents 0.26% of the portfolio and ranks #57 among its holdings.

106 funds tracked by Wall St. Rank hold IWX as of Q1 2022.

Karn Couzens & Associates held 5,800 shares of iShares Russell Top 200 Value ETF worth $404K as of Q1 2022.
iShares Russell Top 200 Value ETF was a new Karn Couzens & Associates position in Q1 2022.
iShares Russell Top 200 Value ETF made up 0.26% of Karn Couzens & Associates's portfolio in Q1 2022, its #57 holding.
106 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.