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Moneywise Inc’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Moneywise Inc’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
2022
Q2 		– Sell
-3,140
Closed -$219K – 56
2022
Q1 		$219K Buy
3,140
+6
+0.2% +$415 0.14% 50
2021
Q4 		$220K Buy
3,134
+22
+0.7% +$1.5K 0.14% 51
2021
Q3 		$204K Buy
3,112
+10
+0.3% +$672 0.13% 48
2021
Q2 		$206K Buy
+3,102
New +$206K 0.14% 50
2019
Q3 		– Sell
-4,358
Closed -$236K – 40
2019
Q2 		$236K Sell
4,358
-1,346
-24% -$71.8K 0.18% 38
2019
Q1 		$288K Sell
5,704
-5
-0.1% -$256 0.25% 29
2018
Q4 		$273K Buy
5,709
+75
+1% +$3.84K 0.26% 28
2018
Q3 		$301K Sell
5,634
-70
-1% -$3.7K 0.25% 31
2018
Q2 		$290K Hold
5,704
– – 0.25% 31
2018
Q1 		$288K Sell
5,704
-516
-8% -$27.2K 0.24% 29
2017
Q4 		$326K Sell
6,220
-36
-0.6% -$1.84K 0.24% 26
2017
Q3 		$313K Sell
6,256
-206
-3% -$10.1K 0.25% 25
2017
Q2 		$316K Hold
6,462
– – 0.27% 28
2017
Q1 		$311K Buy
6,462
+36
+0.6% +$1.73K 0.28% 26
2016
Q4 		$302K Sell
6,426
-40
-0.6% -$1.81K 0.3% 24
2016
Q3 		$286K Buy
+6,466
New +$286K 0.3% 22

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 $374B AUM 17.66% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Moneywise Inc's IWX Position: Q2 2022 in Review

Moneywise Inc sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2022, closing a stake of 3,140 shares — an estimated $219K sold.

Moneywise Inc first reported a position in IWX in Q3 2016 and held it in 16 quarters. The position peaked at $326K in Q4 2017. 114 funds tracked by Wall St. Rank hold IWX as of Q2 2022.

  • Moneywise Inc reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Moneywise Inc sold 3,140 iShares Russell Top 200 Value ETF shares in Q2 2022, an estimated $219K.
  • Moneywise Inc first reported a position in iShares Russell Top 200 Value ETF in Q3 2016 and held it in 16 quarters.
  • Moneywise Inc's iShares Russell Top 200 Value ETF position peaked at $326K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2022.

Based on Moneywise Inc's 13F filing for Q2 2022, filed 2 Aug 2022.