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Morningstar Investment Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-13,392
Closed -$1.08M – 264
2024
Q3 		$1.08M Buy
+13,392
New +$1.04M 0.01% 204

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 19.34% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morningstar Investment Services's IWX Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2024, closing a stake of 13,392 shares — an estimated $1.08M sold.

Morningstar Investment Services first reported a position in IWX in Q3 2024 and held it in 1 quarter. The position peaked at $1.08M in Q3 2024. 186 funds tracked by Wall St. Rank hold IWX as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 13,392 iShares Russell Top 200 Value ETF shares in Q4 2024, an estimated $1.08M.
  • Morningstar Investment Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 1 quarter.
  • Morningstar Investment Services's iShares Russell Top 200 Value ETF position peaked at $1.08M in Q3 2024.
  • 186 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.