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Leo Brokerage’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Leo Brokerage’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
Q2 		– Sell
-4,771
Closed -$312K – 311
2023
Q1 		$312K Buy
+4,771
New +$313K 0.05% 223

Other funds holding IWX

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Leo Brokerage's IWX Position: Q2 2023 in Review

Leo Brokerage sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2023, closing a stake of 4,771 shares — an estimated $312K sold.

Leo Brokerage first reported a position in IWX in Q1 2023 and held it in 1 quarter. The position peaked at $312K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWX as of Q2 2023.

  • Leo Brokerage reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2023 after selling out during the quarter.
  • Leo Brokerage sold 4,771 iShares Russell Top 200 Value ETF shares in Q2 2023, an estimated $312K.
  • Leo Brokerage first reported a position in iShares Russell Top 200 Value ETF in Q1 2023 and held it in 1 quarter.
  • Leo Brokerage's iShares Russell Top 200 Value ETF position peaked at $312K in Q1 2023.
  • 131 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.