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Old Mission Capital’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Old Mission Capital’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
Q3 		– Sell
-2,900
Closed -$217K – 1617
2024
Q2 		$217K Buy
+2,900
New +$217K ﹤0.01% 1018
2022
Q3 		– Sell
-8,617
Closed -$532K – 1165
2022
Q2 		$532K Buy
+8,617
New +$568K 0.01% 758

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

Old Mission Capital's IWX Position: Q3 2024 in Review

Old Mission Capital sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2024, closing a stake of 2,900 shares — an estimated $217K sold.

Old Mission Capital first reported a position in IWX in Q2 2022 and held it in 2 quarters. The position peaked at $532K in Q2 2022. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

  • Old Mission Capital reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Old Mission Capital sold 2,900 iShares Russell Top 200 Value ETF shares in Q3 2024, an estimated $217K.
  • Old Mission Capital first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 2 quarters.
  • Old Mission Capital's iShares Russell Top 200 Value ETF position peaked at $532K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on Old Mission Capital's 13F filing for Q3 2024, filed 14 Nov 2024.