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Procyon Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Procyon Advisors’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
2020
Q3 		– Sell
-9
Closed – – 622
2020
Q2 		$0 Hold
9
– – ﹤0.01% 1126
2020
Q1 		$0 Hold
9
– – ﹤0.01% 1079
2019
Q4 		$1K Buy
+9
New +$509 ﹤0.01% 939

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Procyon Advisors's IWX Position: Q3 2020 in Review

Procyon Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2020, closing a stake of 9 shares.

Procyon Advisors first reported a position in IWX in Q4 2019 and held it in 3 quarters. The position peaked at $1K in Q4 2019. 70 funds tracked by Wall St. Rank hold IWX as of Q3 2020.

  • Procyon Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 9 iShares Russell Top 200 Value ETF shares in Q3 2020.
  • Procyon Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's iShares Russell Top 200 Value ETF position peaked at $1K in Q4 2019.
  • 70 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.