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Riggs Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Riggs Asset Management’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
Q1 		– Sell
-472
Closed -$28K – 275
2019
Q4 		$28K Buy
+472
New +$26.7K 0.01% 160

Other funds holding IWX

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWMIA
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Riggs Asset Management's IWX Position: Q1 2020 in Review

Riggs Asset Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2020, closing a stake of 472 shares — an estimated $28K sold.

Riggs Asset Management first reported a position in IWX in Q4 2019 and held it in 1 quarter. The position peaked at $28K in Q4 2019. 59 funds tracked by Wall St. Rank hold IWX as of Q1 2020.

  • Riggs Asset Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Riggs Asset Management sold 472 iShares Russell Top 200 Value ETF shares in Q1 2020, an estimated $28K.
  • Riggs Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and held it in 1 quarter.
  • Riggs Asset Management's iShares Russell Top 200 Value ETF position peaked at $28K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2020.

Based on Riggs Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.