Peninsula Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Peninsula Wealth’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	$628K	Buy	+7,951	New	+$652K	0.11%	64

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Peninsula Wealth's IWX Position: Q4 2024 in Review

Peninsula Wealth opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q4 2024: 7,951 shares worth $628K. The stake represents 0.11% of the portfolio and ranks #64 among its holdings.

186 funds tracked by Wall St. Rank hold IWX as of Q4 2024.

Peninsula Wealth held 7,951 shares of iShares Russell Top 200 Value ETF worth $628K as of Q4 2024.
iShares Russell Top 200 Value ETF was a new Peninsula Wealth position in Q4 2024.
iShares Russell Top 200 Value ETF made up 0.11% of Peninsula Wealth's portfolio in Q4 2024, its #64 holding.
186 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.