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Alta Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Alta Wealth Advisors’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 		– Sell
-2,400
Closed -$220K – 171
2025
Q4 		$220K Hold
2,400
– – 0.07% 151
2025
Q3 		$211K Sell
2,400
-232
-9% -$19.9K 0.08% 150
2025
Q2 		$222K Buy
2,632
+100
+4% +$8.05K 0.1% 112
2025
Q1 		$208K Sell
2,532
-464
-15% -$38.2K 0.1% 137
2024
Q4 		$237K Buy
+2,996
New +$246K 0.1% 122

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 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $4.48B AUM 24.77% 1-Year Est. Return

Alta Wealth Advisors's IWX Position: Q1 2026 in Review

Alta Wealth Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 2,400 shares — an estimated $220K sold.

Alta Wealth Advisors first reported a position in IWX in Q4 2024 and held it in 5 quarters. The position peaked at $237K in Q4 2024. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • Alta Wealth Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 2,400 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $220K.
  • Alta Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 5 quarters.
  • Alta Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $237K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.