M&R Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

M&R Capital Management’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 Q3	$10.1K	Hold	124	–	–	﹤0.01%	392
2024 Q2	$9.28K	Hold	124	–	–	﹤0.01%	379
2024 Q1	$9.46K	Hold	124	–	–	﹤0.01%	370
2023 Q4	$8.7K	Hold	124	–	–	﹤0.01%	417
2023 Q3	$8.11K	Hold	124	–	–	﹤0.01%	408
2023 Q2	$8.36K	Hold	124	–	–	﹤0.01%	407
2023 Q1	$8.07K	Hold	124	–	–	﹤0.01%	398
2022 Q4	$8.06K	Hold	124	–	–	﹤0.01%	374
2022 Q3	$7K	Hold	124	–	–	﹤0.01%	354
2022 Q2	$7K	Hold	124	–	–	﹤0.01%	353
2022 Q1	$8K	Buy	124 +5	+4%	+$346	﹤0.01%	351
2021 Q4	$8K	Hold	119	–	–	﹤0.01%	344
2021 Q3	$7K	Hold	119	–	–	﹤0.01%	351
2021 Q2	$7K	Hold	119	–	–	﹤0.01%	349
2021 Q1	$7K	Hold	119	–	–	﹤0.01%	348
2020 Q4	$6K	Hold	119	–	–	﹤0.01%	375
2020 Q3	$6K	Hold	119	–	–	﹤0.01%	390
2020 Q2	$5K	Hold	119	–	–	﹤0.01%	404
2020 Q1	$5K	Hold	119	–	–	﹤0.01%	395
2019 Q4	$6K	Hold	119	–	–	﹤0.01%	419
2019 Q3	$6K	Hold	119	–	–	﹤0.01%	429
2019 Q2	$6K	Hold	119	–	–	﹤0.01%	433
2019 Q1	$6K	Hold	119	–	–	﹤0.01%	435
2018 Q4	$5K	Hold	119	–	–	﹤0.01%	446
2018 Q3	$6K	Hold	119	–	–	﹤0.01%	463
2018 Q2	$6K	Hold	119	–	–	﹤0.01%	456
2018 Q1	$6K	Hold	119	–	–	﹤0.01%	463
2017 Q4	$6K	Hold	119	–	–	﹤0.01%	471
2017 Q3	$5K	Hold	119	–	–	﹤0.01%	488
2017 Q2	$5K	Hold	119	–	–	﹤0.01%	483
2017 Q1	$5K	Hold	119	–	–	﹤0.01%	487
2016 Q4	$5K	Hold	119	–	–	﹤0.01%	482
2016 Q3	$5K	Hold	119	–	–	﹤0.01%	470
2016 Q2	$5K	Buy	+119	New	+$5.06K	﹤0.01%	462

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

M&R Capital Management's IWX Position: Q3 2024 in Review

M&R Capital Management held its iShares Russell Top 200 Value ETF (IWX) position steady in Q3 2024 at 124 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

M&R Capital Management first reported a position in IWX in Q2 2016 and has held it in 34 quarters since. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

M&R Capital Management held 124 shares of iShares Russell Top 200 Value ETF worth $10.1K as of Q3 2024.
M&R Capital Management left its iShares Russell Top 200 Value ETF share count unchanged in Q3 2024.
iShares Russell Top 200 Value ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #392 holding.
M&R Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q2 2016 and has held it in 34 quarters since.
195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.