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TRUADVICE’s iShares Russell Top 200 Value ETF IWX Stock Holding History

TRUADVICE’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
2021
Q3 		– Sell
-40,048
Closed -$2.68M – 206
2021
Q2 		$2.68M Buy
40,048
+33,163
+482% +$2.2M 0.59% 44
2021
Q1 		$456K Sell
6,885
-2,143
-24% -$130K 0.14% 142
2020
Q4 		$517K Buy
9,028
+2,068
+30% +$113K 0.16% 134
2020
Q3 		$362K Buy
+6,960
New +$357K 0.15% 133

Other funds holding IWX

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TRUADVICE's IWX Position: Q3 2021 in Review

TRUADVICE sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2021, closing a stake of 40,048 shares — an estimated $2.68M sold.

TRUADVICE first reported a position in IWX in Q3 2020 and held it in 4 quarters. The position peaked at $2.68M in Q2 2021. 89 funds tracked by Wall St. Rank hold IWX as of Q3 2021.

  • TRUADVICE reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 40,048 iShares Russell Top 200 Value ETF shares in Q3 2021, an estimated $2.68M.
  • TRUADVICE first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and held it in 4 quarters.
  • TRUADVICE's iShares Russell Top 200 Value ETF position peaked at $2.68M in Q2 2021.
  • 89 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.