Ausdal Financial Partners’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Ausdal Financial 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 Q1	$1.59M	Sell	17,170 -1,381	-7%	-$131K	0.07%	273
2025 Q4	$1.7M	Buy	18,551 +6,880	+59%	+$617K	0.08%	252
2025 Q3	$1.03M	Sell	11,671 -400	-3%	-$34.3K	0.05%	363
2025 Q2	$1.02M	Buy	12,071 +328	+3%	+$26.4K	0.07%	260
2025 Q1	$965K	Sell	11,743 -754	-6%	-$62K	0.07%	247
2024 Q4	$988K	Sell	12,497 -45	-0.4%	-$3.69K	0.09%	214
2024 Q3	$1.02M	Sell	12,542 -9,044	-42%	-$706K	0.11%	186
2024 Q2	$1.62M	Sell	21,586 -1,520	-7%	-$114K	0.17%	126
2024 Q1	$1.76M	Buy	23,106 +808	+4%	+$58.4K	0.2%	112
2023 Q4	$1.56M	Hold	22,298	–	–	0.19%	117
2023 Q3	$1.46M	Hold	22,298	–	–	0.2%	122
2023 Q2	$1.5M	Hold	22,298	–	–	0.2%	117
2023 Q1	$1.45M	Sell	22,298 -298	-1%	-$19.5K	0.2%	125
2022 Q4	$1.47M	Buy	+22,596	New	+$1.44M	0.21%	114
2016 Q1	–	Sell	-550	Closed	-$23K	–	628
2015 Q4	$23K	Buy	+550	New	+$23.1K	0.01%	691

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

Ausdal Financial Partners's IWX Position: Q1 2026 in Review

Ausdal Financial Partners reduced its iShares Russell Top 200 Value ETF (IWX) stake by 7.4% in Q1 2026, selling an estimated $131K and leaving 17,170 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #273.

Ausdal Financial Partners first reported a position in IWX in Q4 2015 and has held it in 15 quarters since. The position peaked at $1.76M in Q1 2024. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Ausdal Financial Partners held 17,170 shares of iShares Russell Top 200 Value ETF worth $1.59M as of Q1 2026.
Ausdal Financial Partners sold 1,381 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $131K.
iShares Russell Top 200 Value ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q1 2026, its #273 holding.
Ausdal Financial Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2015 and has held it in 15 quarters since.
Ausdal Financial Partners's iShares Russell Top 200 Value ETF position peaked at $1.76M in Q1 2024.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.