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Kore Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Kore Private 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
2020
Q3 		– Sell
-148
Closed -$7K – 684
2020
Q2 		$7K Hold
148
– – ﹤0.01% 855
2020
Q1 		$7K Buy
+148
New +$7.96K ﹤0.01% 744

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Kore Private Wealth's IWX Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2020, closing a stake of 148 shares — an estimated $7K sold.

Kore Private Wealth first reported a position in IWX in Q1 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2020. 70 funds tracked by Wall St. Rank hold IWX as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 148 iShares Russell Top 200 Value ETF shares in Q3 2020, an estimated $7K.
  • Kore Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's iShares Russell Top 200 Value ETF position peaked at $7K in Q2 2020.
  • 70 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.