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Vickerman & Driscoll Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Vickerman & Driscoll 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
2018
Q1 		– Sell
-680
Closed -$36K – 116
2017
Q4 		$36K Buy
+680
New +$34.7K 0.03% 83

Other funds holding IWX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's IWX Position: Q1 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2018, closing a stake of 680 shares — an estimated $36K sold.

Vickerman & Driscoll Financial Advisors first reported a position in IWX in Q4 2017 and held it in 1 quarter. The position peaked at $36K in Q4 2017. 42 funds tracked by Wall St. Rank hold IWX as of Q1 2018.

  • Vickerman & Driscoll Financial Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2018 after selling out during the quarter.
  • Vickerman & Driscoll Financial Advisors sold 680 iShares Russell Top 200 Value ETF shares in Q1 2018, an estimated $36K.
  • Vickerman & Driscoll Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2017 and held it in 1 quarter.
  • Vickerman & Driscoll Financial Advisors's iShares Russell Top 200 Value ETF position peaked at $36K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2018, filed 13 Nov 2018.