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Surience Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Surience Private Wealth’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
2024
Q2 		– Sell
-104,933
Closed -$8.01M – 34
2024
Q1 		$8.01M Buy
+104,933
New +$7.59M 7.58% 4

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Surience Private Wealth's IWX Position: Q2 2024 in Review

Surience Private Wealth sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2024, closing a stake of 104,933 shares — an estimated $8.01M sold.

Surience Private Wealth first reported a position in IWX in Q1 2024 and held it in 1 quarter. The position peaked at $8.01M in Q1 2024. 157 funds tracked by Wall St. Rank hold IWX as of Q2 2024.

  • Surience Private Wealth reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2024 after selling out during the quarter.
  • Surience Private Wealth sold 104,933 iShares Russell Top 200 Value ETF shares in Q2 2024, an estimated $8.01M.
  • Surience Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and held it in 1 quarter.
  • Surience Private Wealth's iShares Russell Top 200 Value ETF position peaked at $8.01M in Q1 2024.
  • 157 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2024.

Based on Surience Private Wealth's 13F filing for Q2 2024, filed 9 Aug 2024.