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

WealthSource 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	$222K	Buy	+3,163	New	+$210K	0.01%	465

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $18.5B AUM 19.51% 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 $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return

WealthSource Partners's IWX Position: Q4 2023 in Review

WealthSource Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q4 2023: 3,163 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings.

146 funds tracked by Wall St. Rank hold IWX as of Q4 2023.

WealthSource Partners held 3,163 shares of iShares Russell Top 200 Value ETF worth $222K as of Q4 2023.
iShares Russell Top 200 Value ETF was a new WealthSource Partners position in Q4 2023.
iShares Russell Top 200 Value ETF made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #465 holding.
146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.