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Advisornet Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Advisornet Financial’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
2026
Q2 		$110K Sell
1,047
-128
-11% -$13K 0.01% 837
2026
Q1 		$109K Sell
1,175
-300
-20% -$28.5K 0.01% 791
2025
Q4 		$136K Sell
1,475
-473
-24% -$42.5K 0.01% 715
2025
Q3 		$171K Buy
1,948
+70
+4% +$6.01K 0.01% 638
2025
Q2 		$158K Buy
1,878
+398
+27% +$32K 0.01% 633
2025
Q1 		$122K Buy
+1,480
New +$122K 0.01% 668

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Advisornet Financial's IWX Position: Q2 2026 in Review

Advisornet Financial reduced its iShares Russell Top 200 Value ETF (IWX) stake by 11% in Q2 2026, selling an estimated $13K and leaving 1,047 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #837.

Advisornet Financial first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. The position peaked at $171K in Q3 2025. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Advisornet Financial held 1,047 shares of iShares Russell Top 200 Value ETF worth $110K as of Q2 2026.
  • Advisornet Financial sold 128 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $13K.
  • iShares Russell Top 200 Value ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #837 holding.
  • Advisornet Financial first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Advisornet Financial's iShares Russell Top 200 Value ETF position peaked at $171K in Q3 2025.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.