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

Allworth 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	–	Sell	-186	Closed	-$17.2K	–	5290
2026 Q1	$17.2K	Hold	186	–	–	﹤0.01%	3097
2025 Q4	$17.1K	Hold	186	–	–	﹤0.01%	2913
2025 Q3	$16.3K	Hold	186	–	–	﹤0.01%	2829
2025 Q2	$15.7K	Hold	186	–	–	﹤0.01%	2668
2025 Q1	$14.6K	Hold	186	–	–	﹤0.01%	2253
2024 Q4	$15.3K	Buy	+186	New	+$15.3K	﹤0.01%	2255
2021 Q1	–	Sell	-79	Closed	-$5K	–	1555
2020 Q4	$5K	Sell	79 -79	-50%	-$4.32K	﹤0.01%	990
2020 Q3	$8K	Buy	+158	New	+$8.1K	﹤0.01%	759

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

Allworth Financial's IWX Position: Q2 2026 in Review

Allworth Financial sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 186 shares — an estimated $17.2K sold.

Allworth Financial first reported a position in IWX in Q3 2020 and held it in 8 quarters. The position peaked at $17.2K in Q1 2026. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Allworth Financial reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 186 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $17.2K.
Allworth Financial first reported a position in iShares Russell Top 200 Value ETF in Q3 2020 and held it in 8 quarters.
Allworth Financial's iShares Russell Top 200 Value ETF position peaked at $17.2K in Q1 2026.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.