TF
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TimeScale Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

TimeScale Financial’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 		$1.33M Buy
19,648
+36
+0.2% +$2.37K 0.29% 26
2023
Q1 		$1.28M Buy
19,612
+14,373
+274% +$943K 0.29% 23
2022
Q4 		$302K Hold
5,239
– – 0.09% 43
2022
Q3 		$302K Buy
5,239
+154
+3% +$9.79K 0.09% 43
2022
Q2 		$314K Buy
5,085
+2,891
+132% +$191K 0.09% 44
2022
Q1 		$153K Buy
+2,194
New +$152K 0.04% 96

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 $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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TimeScale Financial's IWX Position: Q2 2023 in Review

TimeScale Financial increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.18% in Q2 2023, buying an estimated $2.37K and bringing the position to 19,648 shares worth $1.33M. The position accounts for 0.29% of the portfolio, ranked #26.

TimeScale Financial first reported a position in IWX in Q1 2022 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold IWX as of Q2 2023.

  • TimeScale Financial held 19,648 shares of iShares Russell Top 200 Value ETF worth $1.33M as of Q2 2023.
  • TimeScale Financial bought 36 iShares Russell Top 200 Value ETF shares in Q2 2023, an estimated $2.37K.
  • iShares Russell Top 200 Value ETF made up 0.29% of TimeScale Financial's portfolio in Q2 2023, its #26 holding.
  • TimeScale Financial first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and has held it in 6 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.