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Stonebridge Financial Planning Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-485
Closed -$33K – 240
2021
Q4 		$33K Hold
485
– – 0.02% 250
2021
Q3 		$34K Hold
485
– – 0.02% 253
2021
Q2 		$33K Hold
485
– – 0.02% 252
2021
Q1 		$31K Hold
485
– – 0.02% 254
2020
Q4 		$28K Hold
485
– – 0.02% 243
2020
Q3 		$26K Sell
485
-270
-36% -$13.8K 0.02% 236
2020
Q2 		$37K Hold
755
– – 0.03% 201
2020
Q1 		$35K Hold
755
– – 0.03% 196
2019
Q4 		$44K Buy
+755
New +$42.7K 0.04% 177

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
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
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Stonebridge Financial Planning Group's IWX Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2022, closing a stake of 485 shares — an estimated $33K sold.

Stonebridge Financial Planning Group first reported a position in IWX in Q4 2019 and held it in 9 quarters. The position peaked at $44K in Q4 2019. 106 funds tracked by Wall St. Rank hold IWX as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 485 iShares Russell Top 200 Value ETF shares in Q1 2022, an estimated $33K.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's iShares Russell Top 200 Value ETF position peaked at $44K in Q4 2019.
  • 106 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.