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

Peterson 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 Q3	$1.43M	Sell	17,565 -1,601	-8%	-$125K	5.49%	2
2024 Q2	$1.43M	Sell	19,166 -659	-3%	-$49.3K	8.74%	2
2024 Q1	$1.51M	Sell	19,825 -847	-4%	-$61.3K	9.87%	2
2023 Q4	$1.45M	Buy	20,672 +3,118	+18%	+$207K	9.52%	2
2023 Q3	$1.15M	Sell	17,554 -234	-1%	-$15.9K	11.41%	2
2023 Q2	$1.2M	Buy	17,788 +179	+1%	+$11.8K	11%	2
2023 Q1	$1.15M	Sell	17,609 -4,855	-22%	-$318K	11.54%	2
2022 Q4	$1.46M	Sell	22,464 -1,647	-7%	-$105K	1.93%	15
2022 Q3	$1.39M	Sell	24,111 -1,890	-7%	-$120K	1.35%	31
2022 Q2	$1.61M	Sell	26,001 -1,944	-7%	-$128K	1.51%	31
2022 Q1	$1.95M	Sell	27,945 -1,750	-6%	-$121K	1.61%	20
2021 Q4	$2.08M	Buy	+29,695	New	+$2.03M	1.7%	17

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 $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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Peterson Financial Group's IWX Position: Q3 2024 in Review

Peterson Financial Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 8.4% in Q3 2024, selling an estimated $125K and leaving 17,565 shares worth $1.43M. The position accounts for 5.49% of the portfolio, ranked #2.

Peterson Financial Group first reported a position in IWX in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.08M in Q4 2021. 195 funds tracked by Wall St. Rank hold IWX as of Q3 2024.

Peterson Financial Group held 17,565 shares of iShares Russell Top 200 Value ETF worth $1.43M as of Q3 2024.
Peterson Financial Group sold 1,601 iShares Russell Top 200 Value ETF shares in Q3 2024, an estimated $125K.
iShares Russell Top 200 Value ETF made up 5.49% of Peterson Financial Group's portfolio in Q3 2024, its #2 holding.
Peterson Financial Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's iShares Russell Top 200 Value ETF position peaked at $2.08M in Q4 2021.
195 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.