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

WealthShield Partners’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
-81
Closed -$5.33K – 492
2023
Q3 		$5.33K Hold
81
– – ﹤0.01% 453
2023
Q2 		$5.46K Buy
+81
New +$5.33K ﹤0.01% 459

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
PP
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WealthShield Partners's IWX Position: Q4 2023 in Review

WealthShield Partners sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2023, closing a stake of 81 shares — an estimated $5.33K sold.

WealthShield Partners first reported a position in IWX in Q2 2023 and held it in 2 quarters. The position peaked at $5.46K in Q2 2023. 146 funds tracked by Wall St. Rank hold IWX as of Q4 2023.

  • WealthShield Partners reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2023 after selling out during the quarter.
  • WealthShield Partners sold 81 iShares Russell Top 200 Value ETF shares in Q4 2023, an estimated $5.33K.
  • WealthShield Partners first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and held it in 2 quarters.
  • WealthShield Partners's iShares Russell Top 200 Value ETF position peaked at $5.46K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.