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SMI Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SMI Advisory Services’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
2023
Q1 		$263K Buy
4,042
+20
+0.5% +$1.31K 0.09% 36
2022
Q4 		$232K Buy
+4,022
New +$257K 0.08% 37

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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMI Advisory Services's IWX Position: Q1 2023 in Review

SMI Advisory Services increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.5% in Q1 2023, buying an estimated $1.31K and bringing the position to 4,042 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #36.

SMI Advisory Services first reported a position in IWX in Q4 2022 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold IWX as of Q1 2023.

  • SMI Advisory Services held 4,042 shares of iShares Russell Top 200 Value ETF worth $263K as of Q1 2023.
  • SMI Advisory Services bought 20 iShares Russell Top 200 Value ETF shares in Q1 2023, an estimated $1.31K.
  • iShares Russell Top 200 Value ETF made up 0.09% of SMI Advisory Services's portfolio in Q1 2023, its #36 holding.
  • SMI Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2023.

Based on SMI Advisory Services's 13F filing for Q1 2023, filed 11 Apr 2023.