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Life Planning Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-40
Closed -$2.81K – 152
2023
Q4 		$2.81K Buy
+40
New +$2.65K ﹤0.01% 201

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
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

Life Planning Partners's IWX Position: Q1 2024 in Review

Life Planning Partners sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2024, closing a stake of 40 shares — an estimated $2.81K sold.

Life Planning Partners first reported a position in IWX in Q4 2023 and held it in 1 quarter. The position peaked at $2.81K in Q4 2023. 146 funds tracked by Wall St. Rank hold IWX as of Q1 2024.

  • Life Planning Partners reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 40 iShares Russell Top 200 Value ETF shares in Q1 2024, an estimated $2.81K.
  • Life Planning Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's iShares Russell Top 200 Value ETF position peaked at $2.81K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.