Arax Advisory Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Arax Advisory Partners’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	$25.8K	Buy	+245	New	+$24.8K	﹤0.01%	3783
2021 Q3	–	Sell	-247	Closed	-$16K	–	1035
2021 Q2	$16K	Buy	+247	New	+$16.4K	﹤0.01%	599
2018 Q3	–	Sell	-3,537	Closed	-$180K	–	672
2018 Q2	$180K	Hold	3,537	–	–	0.08%	104
2018 Q1	$178K	Sell	3,537 -3,350	-49%	-$177K	0.09%	87
2017 Q4	$361K	Hold	6,887	–	–	0.16%	55
2017 Q3	$344K	Sell	6,887 -1,870	-21%	-$91.7K	0.17%	50
2017 Q2	$428K	Sell	8,757 -2,810	-24%	-$136K	0.2%	42
2017 Q1	$557K	Sell	11,567 -135,038	-92%	-$6.51M	0.27%	26
2016 Q4	$6.89M	Buy	+146,605	New	+$6.65M	3.45%	12

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

Arax Advisory Partners's IWX Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 245 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #3783 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in IWX as recently as Q2 2021.

Arax Advisory Partners first reported a position in IWX in Q4 2016 and has held it in 9 quarters since. The position peaked at $6.89M in Q4 2016. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Arax Advisory Partners held 245 shares of iShares Russell Top 200 Value ETF worth $25.8K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Arax Advisory Partners position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3783 holding.
Arax Advisory Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2016 and has held it in 9 quarters since.
Arax Advisory Partners's iShares Russell Top 200 Value ETF position peaked at $6.89M in Q4 2016.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.