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Welch & Forbes’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Welch & Forbes’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
2021
Q4 		– Sell
-5,000
Closed -$328K – 393
2021
Q3 		$328K Hold
5,000
– – 0.01% 336
2021
Q2 		$332K Sell
5,000
-2,437
-33% -$162K 0.01% 341
2021
Q1 		$474K Hold
7,437
– – 0.01% 285
2020
Q4 		$431K Hold
7,437
– – 0.01% 286
2020
Q3 		$380K Buy
+7,437
New +$381K 0.01% 275
2016
Q1 		– Sell
-6,661
Closed -$278K – 353
2015
Q4 		$278K Buy
+6,661
New +$280K 0.01% 279

Other funds holding IWX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Welch & Forbes's IWX Position: Q4 2021 in Review

Welch & Forbes sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2021, closing a stake of 5,000 shares — an estimated $328K sold.

Welch & Forbes first reported a position in IWX in Q4 2015 and held it in 6 quarters. The position peaked at $474K in Q1 2021. 98 funds tracked by Wall St. Rank hold IWX as of Q4 2021.

  • Welch & Forbes reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2021 after selling out during the quarter.
  • Welch & Forbes sold 5,000 iShares Russell Top 200 Value ETF shares in Q4 2021, an estimated $328K.
  • Welch & Forbes first reported a position in iShares Russell Top 200 Value ETF in Q4 2015 and held it in 6 quarters.
  • Welch & Forbes's iShares Russell Top 200 Value ETF position peaked at $474K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.