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WR Wealth Planners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

WR Wealth Planners’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
Q1 		– Sell
-8
Closed -$520 – 945
2022
Q4 		$520 Hold
8
– – ﹤0.01% 446
2022
Q3 		$462 Hold
8
– – ﹤0.01% 446
2022
Q2 		$494 Hold
8
– – ﹤0.01% 475
2022
Q1 		$557 Buy
+8
New +$553 ﹤0.01% 475

Other funds holding IWX

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WR Wealth Planners's IWX Position: Q1 2023 in Review

WR Wealth Planners sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2023, closing a stake of 8 shares — an estimated $520 sold.

WR Wealth Planners first reported a position in IWX in Q1 2022 and held it in 4 quarters. The position peaked at $557 in Q1 2022. 124 funds tracked by Wall St. Rank hold IWX as of Q1 2023.

  • WR Wealth Planners reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2023 after selling out during the quarter.
  • WR Wealth Planners sold 8 iShares Russell Top 200 Value ETF shares in Q1 2023, an estimated $520.
  • WR Wealth Planners first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and held it in 4 quarters.
  • WR Wealth Planners's iShares Russell Top 200 Value ETF position peaked at $557 in Q1 2022.
  • 124 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2023.

Based on WR Wealth Planners's 13F filing for Q1 2023, filed 1 Aug 2024.