MA
IWX icon

Montag & Associates’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Montag & Associates’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
-200
Closed -$15.3K – 992
2024
Q1 		$15.3K Buy
+200
New +$14.5K ﹤0.01% 723

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

Montag & Associates's IWX Position: Q2 2024 in Review

Montag & Associates sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2024, closing a stake of 200 shares — an estimated $15.3K sold.

Montag & Associates first reported a position in IWX in Q1 2024 and held it in 1 quarter. The position peaked at $15.3K in Q1 2024. 157 funds tracked by Wall St. Rank hold IWX as of Q2 2024.

  • Montag & Associates reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Montag & Associates sold 200 iShares Russell Top 200 Value ETF shares in Q2 2024, an estimated $15.3K.
  • Montag & Associates first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and held it in 1 quarter.
  • Montag & Associates's iShares Russell Top 200 Value ETF position peaked at $15.3K in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2024.

Based on Montag & Associates's 13F filing for Q2 2024, filed 31 Jul 2024.