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

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

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

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

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

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

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

Mason & Associates (California) Los Angeles, California $515M AUM 19.85% 1-Year Est. Return