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

Arkadios 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	$13.6M	Buy	146,271 +4,336	+3%	+$412K	0.22%	95
2025 Q4	$13M	Buy	141,935 +135,833	+2,226%	+$12.2M	0.25%	79
2025 Q3	$536K	Hold	6,102	–	–	0.01%	900
2025 Q2	$514K	Buy	6,102 +102	+2%	+$8.21K	0.02%	830
2025 Q1	$493K	Buy	6,000 +186	+3%	+$15.3K	0.02%	711
2024 Q4	$459K	Hold	5,814	–	–	0.03%	577
2024 Q3	$473K	Hold	5,814	–	–	0.03%	554
2024 Q2	$435K	Hold	5,814	–	–	0.03%	505
2024 Q1	$444K	Hold	5,814	–	–	0.03%	404
2023 Q4	$408K	Buy	+5,814	New	+$386K	0.03%	432
2021 Q4	–	Sell	-1,080	Closed	-$70K	–	1187
2021 Q3	$70K	Buy	1,080 +6	+0.6%	+$403	0.01%	782
2021 Q2	$71K	Buy	1,074 +4	+0.4%	+$265	0.01%	821
2021 Q1	$68K	Buy	+1,070	New	+$65.1K	0.01%	612

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.2B AUM 18.37% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 3.1% in Q1 2026, buying an estimated $412K and bringing the position to 146,271 shares worth $13.6M. The position accounts for 0.22% of the portfolio, ranked #95.

Arkadios Wealth Advisors first reported a position in IWX in Q1 2021 and has held it in 13 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Arkadios Wealth Advisors held 146,271 shares of iShares Russell Top 200 Value ETF worth $13.6M as of Q1 2026.
Arkadios Wealth Advisors bought 4,336 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $412K.
iShares Russell Top 200 Value ETF made up 0.22% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #95 holding.
Arkadios Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2021 and has held it in 13 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.