SG Americas Securities
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SG Americas Securities’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SG Americas Securities’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
2019
Q1 		– Sell
-18,152
Closed -$868K – 3494
2018
Q4 		$868K Sell
18,152
-440
-2% -$22.5K 0.01% 1452
2018
Q3 		$994K Buy
18,592
+10,114
+119% +$534K 0.01% 1689
2018
Q2 		$431K Buy
+8,478
New +$433K ﹤0.01% 2112
2017
Q4 		– Sell
-4,256
Closed -$213K – 3421
2017
Q3 		$213K Sell
4,256
-22,253
-84% -$1.09M ﹤0.01% 2534
2017
Q2 		$1.3M Buy
+26,509
New +$1.28M 0.01% 1207

Other funds holding IWX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SG Americas Securities's IWX Position: Q1 2019 in Review

SG Americas Securities sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2019, closing a stake of 18,152 shares — an estimated $868K sold.

SG Americas Securities first reported a position in IWX in Q2 2017 and held it in 5 quarters. The position peaked at $1.3M in Q2 2017. 53 funds tracked by Wall St. Rank hold IWX as of Q1 2019.

  • SG Americas Securities reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2019 after selling out during the quarter.
  • SG Americas Securities sold 18,152 iShares Russell Top 200 Value ETF shares in Q1 2019, an estimated $868K.
  • SG Americas Securities first reported a position in iShares Russell Top 200 Value ETF in Q2 2017 and held it in 5 quarters.
  • SG Americas Securities's iShares Russell Top 200 Value ETF position peaked at $1.3M in Q2 2017.
  • 53 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2019.

Based on SG Americas Securities's 13F filing for Q1 2019, filed 29 Apr 2019.