Simplex Trading
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Simplex Trading’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Simplex Trading’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
2022
Q2 		– Sell
-199
Closed -$13K – 10491
2022
Q1 		$13K Buy
+199
New +$13.8K ﹤0.01% 8662

Other funds holding IWX

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Simplex Trading's IWX Position: Q2 2022 in Review

Simplex Trading sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2022, closing a stake of 199 shares — an estimated $13K sold.

Simplex Trading first reported a position in IWX in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 114 funds tracked by Wall St. Rank hold IWX as of Q2 2022.

  • Simplex Trading reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2022 after selling out during the quarter.
  • Simplex Trading sold 199 iShares Russell Top 200 Value ETF shares in Q2 2022, an estimated $13K.
  • Simplex Trading first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and held it in 1 quarter.
  • Simplex Trading's iShares Russell Top 200 Value ETF position peaked at $13K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.