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U.S. Capital Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

U.S. 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
Q1 		– Sell
-1,340
Closed -$87.1K – 1084
2022
Q4 		$87.1K Buy
+1,340
New +$85.5K ﹤0.01% 757

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 $424B AUM 22.9% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

U.S. Capital Wealth Advisors's IWX Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2023, closing a stake of 1,340 shares — an estimated $87.1K sold.

U.S. Capital Wealth Advisors first reported a position in IWX in Q4 2022 and held it in 1 quarter. The position peaked at $87.1K in Q4 2022. 124 funds tracked by Wall St. Rank hold IWX as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 1,340 iShares Russell Top 200 Value ETF shares in Q1 2023, an estimated $87.1K.
  • U.S. Capital Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $87.1K in Q4 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.