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WA
WFG Advisors’s
iShares Russell Top 200 Value ETF
IWX
Stock Holding History
WFG 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
2017
Q2
$10K
Hold
210
–
–
﹤0.01%
1144
2017
Q1
$10K
Hold
210
–
–
﹤0.01%
1078
2016
Q4
$10K
Hold
210
–
–
﹤0.01%
1105
2016
Q3
$9K
Sell
210
-73
-26%
-$3.23K
﹤0.01%
1158
2016
Q2
$12K
Hold
283
–
–
﹤0.01%
1043
2016
Q1
$12K
Sell
283
-50
-15%
-$1.99K
﹤0.01%
1008
2015
Q4
$14K
Hold
333
–
–
﹤0.01%
992
2015
Q3
$13K
Hold
333
–
–
﹤0.01%
1020
2015
Q2
$15K
Hold
333
–
–
﹤0.01%
1064
2015
Q1
$14K
Hold
333
–
–
﹤0.01%
1097
2014
Q4
$15K
Hold
333
–
–
﹤0.01%
1324
2014
Q3
$14K
Hold
333
–
–
﹤0.01%
1388
2014
Q2
$14K
Hold
333
–
–
﹤0.01%
1387
2014
Q1
$14K
Hold
333
–
–
﹤0.01%
1377
2013
Q4
$13K
Hold
333
–
–
﹤0.01%
1499
2013
Q3
$12K
Hold
333
–
–
﹤0.01%
1458
2013
Q2
$12K
Buy
+333
New
+$11.9K
﹤0.01%
1397
Other funds holding IWX
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AWM
AE Wealth Management
Topeka, Kansas
$18.5B AUM
19.51%
1-Year Est. Return
SS
Simplicity Solutions
Minneapolis, Minnesota
$3.66B AUM
23.51%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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