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New Century Financial Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

New Century Financial Group’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
-12,657
Closed -$1.03M – 313
2024
Q3 		$1.03M Buy
+12,657
New +$988K 0.38% 69

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $4.2B AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New Century Financial Group's IWX Position: Q4 2024 in Review

New Century Financial Group sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2024, closing a stake of 12,657 shares — an estimated $1.03M sold.

New Century Financial Group first reported a position in IWX in Q3 2024 and held it in 1 quarter. The position peaked at $1.03M in Q3 2024. 186 funds tracked by Wall St. Rank hold IWX as of Q4 2024.

  • New Century Financial Group reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 12,657 iShares Russell Top 200 Value ETF shares in Q4 2024, an estimated $1.03M.
  • New Century Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 1 quarter.
  • New Century Financial Group's iShares Russell Top 200 Value ETF position peaked at $1.03M in Q3 2024.
  • 186 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.