Sowell Financial Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-275	Closed	-$19K	–	1635
2021 Q1	$19K	Buy	275 +6	+2%	+$365	﹤0.01%	2074
2020 Q4	$16K	Buy	269 +1	+0.4%	+$55	﹤0.01%	1836
2020 Q3	$14K	Buy	268 +61	+29%	+$3.13K	﹤0.01%	1697
2020 Q2	$10K	Buy	207 +1	+0.5%	+$48	﹤0.01%	1695
2020 Q1	$9K	Sell	206 -101	-33%	-$5.43K	﹤0.01%	1634
2019 Q4	$18K	Sell	307 -29	-9%	-$1.64K	﹤0.01%	1472
2019 Q3	$18K	Buy	+336	New	+$18.2K	﹤0.01%	1323

Other funds holding IWX

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Horst & Graben Wealth Management Portland, Oregon $729M AUM 16.55% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return