Ashton Thomas Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ashton Thomas Private Wealth’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	$1.63M	Sell	17,549 -1,698	-9%	-$162K	0.04%	415
2025 Q4	$1.77M	Sell	19,247 -11,425	-37%	-$1.03M	0.04%	343
2025 Q3	$2.7M	Buy	30,672 +4,932	+19%	+$423K	0.07%	273
2025 Q2	$2.17M	Buy	+25,740	New	+$2.07M	0.08%	266
2021 Q1	–	Sell	-26,510	Closed	-$1.53M	–	315
2020 Q4	$1.53M	Buy	+26,510	New	+$1.45M	0.29%	95

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

Ashton Thomas Private Wealth's IWX Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 8.8% in Q1 2026, selling an estimated $162K and leaving 17,549 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #415.

Ashton Thomas Private Wealth first reported a position in IWX in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.7M in Q3 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Ashton Thomas Private Wealth held 17,549 shares of iShares Russell Top 200 Value ETF worth $1.63M as of Q1 2026.
Ashton Thomas Private Wealth sold 1,698 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $162K.
iShares Russell Top 200 Value ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #415 holding.
Ashton Thomas Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q4 2020 and has held it in 5 quarters since.
Ashton Thomas Private Wealth's iShares Russell Top 200 Value ETF position peaked at $2.7M in Q3 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.