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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
Q2 		$1.66M Sell
15,831
-1,339
-8% -$136K 0.07% 280
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 $29.1B AUM
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
Envestnet Asset Management
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
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

Ausdal Financial Partners's IWX Position: Q2 2026 in Review

Ausdal Financial Partners reduced its iShares Russell Top 200 Value ETF (IWX) stake by 7.8% in Q2 2026, selling an estimated $136K and leaving 15,831 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #280.

Ausdal Financial Partners first reported a position in IWX in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.76M in Q1 2024. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Ausdal Financial Partners held 15,831 shares of iShares Russell Top 200 Value ETF worth $1.66M as of Q2 2026.
  • Ausdal Financial Partners sold 1,339 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell Top 200 Value ETF made up 0.07% of Ausdal Financial Partners's portfolio in Q2 2026, its #280 holding.
  • Ausdal Financial Partners first reported a position in iShares Russell Top 200 Value ETF in Q4 2015 and has held it in 16 quarters since.
  • Ausdal Financial Partners's iShares Russell Top 200 Value ETF position peaked at $1.76M in Q1 2024.
  • 269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.