MD Financial Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

MD Financial 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
2021 Q4	$162K	Buy	+2,308	New	+$158K	﹤0.01%	272

Other funds holding IWX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FCBT

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWM

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

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

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MD Financial Management's IWX Position: Q4 2021 in Review

MD Financial Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q4 2021: 2,308 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings.

98 funds tracked by Wall St. Rank hold IWX as of Q4 2021.

MD Financial Management held 2,308 shares of iShares Russell Top 200 Value ETF worth $162K as of Q4 2021.
iShares Russell Top 200 Value ETF was a new MD Financial Management position in Q4 2021.
iShares Russell Top 200 Value ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #272 holding.
98 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.