Tucker Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Tucker Asset Management’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	-1,235	Closed	-$94.3K	–	1737
2024 Q1	$94.3K	Buy	1,235 +951	+335%	+$68.8K	0.02%	301
2023 Q4	$19.9K	Buy	284 +227	+398%	+$15.1K	0.01%	535
2023 Q3	$3.73K	Hold	57	–	–	﹤0.01%	895
2023 Q2	$3.84K	Hold	57	–	–	﹤0.01%	735
2023 Q1	$3.71K	Hold	57	–	–	﹤0.01%	766
2022 Q4	$3.71K	Hold	57	–	–	﹤0.01%	482
2022 Q3	$3.64K	Hold	57	–	–	﹤0.01%	488
2022 Q2	$3.52K	Sell	57 -138	-71%	-$9.1K	﹤0.01%	381
2022 Q1	$13.6K	Buy	195 +95	+95%	+$6.57K	﹤0.01%	198
2021 Q4	$7.01K	Hold	100	–	–	﹤0.01%	277
2021 Q3	$6.89K	Buy	+100	New	+$6.72K	﹤0.01%	216

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

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 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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tucker Asset Management's IWX Position: Q2 2024 in Review

Tucker Asset Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2024, closing a stake of 1,235 shares — an estimated $94.3K sold.

Tucker Asset Management first reported a position in IWX in Q3 2021 and held it in 11 quarters. The position peaked at $94.3K in Q1 2024. 157 funds tracked by Wall St. Rank hold IWX as of Q2 2024.

Tucker Asset Management reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2024 after selling out during the quarter.
Tucker Asset Management sold 1,235 iShares Russell Top 200 Value ETF shares in Q2 2024, an estimated $94.3K.
Tucker Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and held it in 11 quarters.
Tucker Asset Management's iShares Russell Top 200 Value ETF position peaked at $94.3K in Q1 2024.
157 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.