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Arcadia Wealth Management (New Hampshire)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Arcadia Wealth Management (New Hampshire)’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 		$1.47M Sell
13,956
-28
-0.2% -$2.83K 0.46% 32
2026
Q1 		$1.3M Sell
13,984
-459
-3% -$43.7K 0.47% 34
2025
Q4 		$1.33M Sell
14,443
-17
-0.1% -$1.53K 0.49% 35
2025
Q3 		$1.27M Sell
14,460
-1,212
-8% -$104K 0.5% 35
2025
Q2 		$1.32M Sell
15,672
-840
-5% -$67.6K 0.58% 31
2025
Q1 		$1.36M Sell
16,512
-39
-0.2% -$3.21K 0.67% 28
2024
Q4 		$1.31M Sell
16,551
-810
-5% -$66.4K 0.66% 26
2024
Q3 		$1.4M Sell
17,361
-151
-0.9% -$11.8K 0.74% 24
2024
Q2 		$1.31M Sell
17,512
-86
-0.5% -$6.43K 0.75% 23
2024
Q1 		$1.34M Buy
17,598
+184
+1% +$13.3K 0.83% 22
2023
Q4 		$1.22M Sell
17,414
-1,192
-6% -$79.1K 0.85% 22
2023
Q3 		$1.22M Sell
18,606
-988
-5% -$67K 0.95% 21
2023
Q2 		$1.32M Sell
19,594
-130,785
-87% -$8.6M 0.98% 20
2023
Q1 		$9.79M Buy
150,379
+10,130
+7% +$664K 8.12% 3
2022
Q4 		$9.11M Buy
+140,249
New +$8.95M 8% 3

Other funds holding IWX

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
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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Arcadia Wealth Management (New Hampshire)'s IWX Position: Q2 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.2% in Q2 2026, selling an estimated $2.83K and leaving 13,956 shares worth $1.47M. The position accounts for 0.46% of the portfolio, ranked #32.

Arcadia Wealth Management (New Hampshire) first reported a position in IWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.79M in Q1 2023. 88 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Arcadia Wealth Management (New Hampshire) held 13,956 shares of iShares Russell Top 200 Value ETF worth $1.47M as of Q2 2026.
  • Arcadia Wealth Management (New Hampshire) sold 28 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $2.83K.
  • iShares Russell Top 200 Value ETF made up 0.46% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q2 2026, its #32 holding.
  • Arcadia Wealth Management (New Hampshire) first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Arcadia Wealth Management (New Hampshire)'s iShares Russell Top 200 Value ETF position peaked at $9.79M in Q1 2023.
  • 88 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q2 2026, filed 20 Jul 2026.