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	–	1634
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 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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's IWX Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2021, closing a stake of 275 shares — an estimated $19K sold.

Sowell Financial Services first reported a position in IWX in Q3 2019 and held it in 7 quarters. The position peaked at $19K in Q1 2021. 91 funds tracked by Wall St. Rank hold IWX as of Q2 2021.

Sowell Financial Services reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 275 iShares Russell Top 200 Value ETF shares in Q2 2021, an estimated $19K.
Sowell Financial Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Russell Top 200 Value ETF position peaked at $19K in Q1 2021.
91 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.