Advisory Services Network’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Advisory Services Network’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 Q1	$79.9K	Buy	+862	New	+$82K	﹤0.01%	2348
2025 Q4	–	Sell	-862	Closed	-$75.8K	–	3085
2025 Q3	$75.8K	Buy	+862	New	+$74K	﹤0.01%	2215
2024 Q1	–	Sell	-40	Closed	-$2.81K	–	2575
2023 Q4	$2.81K	Sell	40 -3,079	-99%	-$204K	﹤0.01%	3296
2023 Q3	$204K	Sell	3,119 -278	-8%	-$18.9K	0.01%	1307
2023 Q2	$229K	Buy	3,397 +19	+0.6%	+$1.25K	0.01%	1245
2023 Q1	$220K	Sell	3,378 -16	-0.5%	-$1.05K	0.01%	1262
2022 Q4	$220K	Buy	+3,394	New	+$217K	0.01%	1227
2022 Q3	–	Sell	-3,359	Closed	-$208K	–	1407
2022 Q2	$208K	Buy	3,359 +112	+3%	+$7.39K	0.01%	1222
2022 Q1	$226K	Buy	+3,247	New	+$224K	0.01%	1284
2021 Q3	–	Sell	-1,537	Closed	-$102K	–	2348
2021 Q2	$102K	Buy	+1,537	New	+$102K	﹤0.01%	1601
2021 Q1	–	Sell	-480	Closed	-$28K	–	2159
2020 Q4	$28K	Buy	480 +454	+1,746%	+$24.8K	﹤0.01%	1971
2020 Q3	$1K	Buy	+26	New	+$1.33K	﹤0.01%	3337
2020 Q2	–	Sell	-26	Closed	-$1K	–	1909
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	2894
2019 Q4	$2K	Buy	+26	New	+$1.47K	﹤0.01%	2848
2016 Q2	–	Sell	-1,057	Closed	-$44K	–	1902
2016 Q1	$44K	Buy	+1,057	New	+$42K	0.01%	699

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Advisory Services Network's IWX Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2026: 862 shares worth $79.9K. The stake represents ﹤0.01% of the portfolio and ranks #2348 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IWX as recently as Q3 2025.

Advisory Services Network first reported a position in IWX in Q1 2016 and has held it in 15 quarters since. The position peaked at $229K in Q2 2023. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Advisory Services Network held 862 shares of iShares Russell Top 200 Value ETF worth $79.9K as of Q1 2026.
iShares Russell Top 200 Value ETF was a new Advisory Services Network position in Q1 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2348 holding.
Advisory Services Network first reported a position in iShares Russell Top 200 Value ETF in Q1 2016 and has held it in 15 quarters since.
Advisory Services Network's iShares Russell Top 200 Value ETF position peaked at $229K in Q2 2023.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.