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Ladenburg Thalmann Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ladenburg Thalmann Financial Services’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
Q4 		$143K Sell
2,497
-1,010
-29% -$57.1K ﹤0.01% 2762
2019
Q3 		$192K Buy
3,507
+106
+3% +$5.76K ﹤0.01% 2499
2019
Q2 		$186K Sell
3,401
-426
-11% -$22.7K ﹤0.01% 2526
2019
Q1 		$201K Buy
3,827
+1,309
+52% +$67K ﹤0.01% 2390
2018
Q4 		$120K Buy
2,518
+12
+0.5% +$615 ﹤0.01% 2625
2018
Q3 		$134K Buy
2,506
+6
+0.2% +$317 ﹤0.01% 2608
2018
Q2 		$127K Hold
2,500
– – ﹤0.01% 2598
2018
Q1 		$127K Buy
2,500
+205
+9% +$10.8K ﹤0.01% 2598
2017
Q4 		$120K Buy
2,295
+5
+0.2% +$255 ﹤0.01% 2592
2017
Q3 		$114K Sell
2,290
-564
-20% -$27.6K ﹤0.01% 2506
2017
Q2 		$139K Sell
2,854
-70
-2% -$3.38K ﹤0.01% 2294
2017
Q1 		$140K Sell
2,924
-28
-0.9% -$1.35K ﹤0.01% 2176
2016
Q4 		$139K Buy
2,952
+8
+0.3% +$363 ﹤0.01% 2074
2016
Q3 		$130K Buy
2,944
+15
+0.5% +$663 ﹤0.01% 2060
2016
Q2 		$127K Sell
2,929
-136
-4% -$5.78K ﹤0.01% 1985
2016
Q1 		$127K Buy
3,065
+644
+27% +$25.6K ﹤0.01% 1901
2015
Q4 		$101K Buy
2,421
+83
+4% +$3.49K ﹤0.01% 2049
2015
Q3 		$92K Buy
2,338
+9
+0.4% +$376 ﹤0.01% 2053
2015
Q2 		$102K Hold
2,329
– – ﹤0.01% 2086
2015
Q1 		$100K Buy
2,329
+42
+2% +$1.83K ﹤0.01% 2085
2014
Q4 		$102K Buy
2,287
+1,305
+133% +$56.6K ﹤0.01% 1882
2014
Q3 		$42K Buy
982
+86
+10% +$3.7K ﹤0.01% 2153
2014
Q2 		$38K Buy
896
+195
+28% +$8.11K ﹤0.01% 2214
2014
Q1 		$29K Sell
701
-173
-20% -$6.88K ﹤0.01% 2321
2013
Q4 		$35K Buy
874
+274
+46% +$10.6K ﹤0.01% 2159
2013
Q3 		$22K Buy
+600
New +$22.3K ﹤0.01% 2372

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 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

Ladenburg Thalmann Financial Services's IWX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 29% in Q4 2019, selling an estimated $57.1K and leaving 2,497 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Ladenburg Thalmann Financial Services first reported a position in IWX in Q3 2013 and has held it in 26 quarters since. The position peaked at $201K in Q1 2019. 61 funds tracked by Wall St. Rank hold IWX as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,497 shares of iShares Russell Top 200 Value ETF worth $143K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,010 iShares Russell Top 200 Value ETF shares in Q4 2019, an estimated $57.1K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2762 holding.
  • Ladenburg Thalmann Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's iShares Russell Top 200 Value ETF position peaked at $201K in Q1 2019.
  • 61 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.