True Link Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

True Link Financial 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 Q4	–	Sell	-13,718	Closed	-$897K	–	84
2023 Q3	$897K	Hold	13,718	–	–	0.11%	58
2023 Q2	$925K	Sell	13,718 -6,732	-33%	-$443K	0.11%	56
2023 Q1	$1.33M	Sell	20,450 -1,604	-7%	-$105K	0.17%	44
2022 Q4	$1.43M	Hold	22,054	–	–	0.19%	40
2022 Q3	$1.27M	Buy	+22,054	New	+$1.4M	0.18%	46

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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

Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

True Link Financial Advisors's IWX Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2023, closing a stake of 13,718 shares — an estimated $897K sold.

True Link Financial Advisors first reported a position in IWX in Q3 2022 and held it in 5 quarters. The position peaked at $1.43M in Q4 2022. 146 funds tracked by Wall St. Rank hold IWX as of Q4 2023.

True Link Financial Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 13,718 iShares Russell Top 200 Value ETF shares in Q4 2023, an estimated $897K.
True Link Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and held it in 5 quarters.
True Link Financial Advisors's iShares Russell Top 200 Value ETF position peaked at $1.43M in Q4 2022.
146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.