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 Q2	–	Sell	-862	Closed	-$79.9K	–	3450
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 $29.1B 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 $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Advisory Services Network's IWX Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 862 shares — an estimated $79.9K sold.

Advisory Services Network first reported a position in IWX in Q1 2016 and held it in 15 quarters. The position peaked at $229K in Q2 2023. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Advisory Services Network reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 862 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $79.9K.
Advisory Services Network first reported a position in iShares Russell Top 200 Value ETF in Q1 2016 and held it in 15 quarters.
Advisory Services Network's iShares Russell Top 200 Value ETF position peaked at $229K in Q2 2023.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.