Ten Capital Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-200	Closed	-$13K	–	366
2023 Q1	$13K	Hold	200	–	–	﹤0.01%	346
2022 Q4	$13K	Hold	200	–	–	0.01%	283
2022 Q3	$12K	Hold	200	–	–	0.01%	285
2022 Q2	$12K	Buy	+200	New	+$13.2K	0.01%	244

Other funds holding IWX

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.5B AUM 19.51% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

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

MAC

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

WSFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Ten Capital Wealth Advisors's IWX Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2023, closing a stake of 200 shares — an estimated $13K sold.

Ten Capital Wealth Advisors first reported a position in IWX in Q2 2022 and held it in 4 quarters. The position peaked at $13K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWX as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 200 iShares Russell Top 200 Value ETF shares in Q2 2023, an estimated $13K.
Ten Capital Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $13K in Q1 2023.
131 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.