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Mine & Arao Wealth Creation & Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Mine & Arao Wealth Creation & 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
Q2 		– Sell
-500
Closed -$38.2K – 225
2024
Q1 		$38.2K Hold
500
– – 0.02% 155
2023
Q4 		$35.1K Hold
500
– – 0.02% 156
2023
Q3 		$32.7K Hold
500
– – 0.02% 151
2023
Q2 		$33.7K Sell
500
-2
-0.4% -$132 0.02% 159
2023
Q1 		$32.7K Hold
502
– – 0.02% 161
2022
Q4 		$32.6K Hold
502
– – 0.02% 155
2022
Q3 		$29K Hold
502
– – 0.02% 156
2022
Q2 		$31K Buy
502
+2
+0.4% +$132 0.02% 162
2022
Q1 		$35K Hold
500
– – 0.02% 168
2021
Q4 		$35K Hold
500
– – 0.02% 173
2021
Q3 		$33K Hold
500
– – 0.02% 172
2021
Q2 		$33K Hold
500
– – 0.02% 166
2021
Q1 		$32K Buy
500
+46
+10% +$2.8K 0.02% 157
2020
Q4 		$26K Hold
454
– – 0.02% 164
2020
Q3 		$23K Buy
+454
New +$23.3K 0.02% 157

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IWX Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2024, closing a stake of 500 shares — an estimated $38.2K sold.

Mine & Arao Wealth Creation & Management first reported a position in IWX in Q3 2020 and held it in 15 quarters. The position peaked at $38.2K in Q1 2024. 157 funds tracked by Wall St. Rank hold IWX as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 500 iShares Russell Top 200 Value ETF shares in Q2 2024, an estimated $38.2K.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and held it in 15 quarters.
  • Mine & Arao Wealth Creation & Management's iShares Russell Top 200 Value ETF position peaked at $38.2K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.