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Silicon Hills Wealth Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Silicon Hills Wealth 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
-1
Closed -$18 – 186
2019
Q4 		$18 Buy
+1
New +$57 0.01% 202

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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

Silicon Hills Wealth Management's IWX Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2020, closing a stake of 1 share — an estimated $18 sold.

Silicon Hills Wealth Management first reported a position in IWX in Q4 2019 and held it in 1 quarter. The position peaked at $18 in Q4 2019. 59 funds tracked by Wall St. Rank hold IWX as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 1 iShares Russell Top 200 Value ETF share in Q1 2020, an estimated $18.
  • Silicon Hills Wealth Management first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's iShares Russell Top 200 Value ETF position peaked at $18 in Q4 2019.
  • 59 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.