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Avantax Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$557K Sell
6,621
-1,919
-22% -$154K ﹤0.01% 1522
2025
Q1 		$702K Buy
8,540
+4,577
+115% +$377K ﹤0.01% 1304
2024
Q4 		$313K Sell
3,963
-2,615
-40% -$214K ﹤0.01% 1753
2024
Q3 		$535K Sell
6,578
-6,985
-52% -$545K ﹤0.01% 1366
2024
Q2 		$1.01M Buy
+13,563
New +$1.01M 0.01% 970

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Avantax Advisory Services's IWX Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 22% in Q2 2025, selling an estimated $154K and leaving 6,621 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Avantax Advisory Services first reported a position in IWX in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Avantax Advisory Services held 6,621 shares of iShares Russell Top 200 Value ETF worth $557K as of Q2 2025.
  • Avantax Advisory Services sold 1,919 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $154K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1522 holding.
  • Avantax Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's iShares Russell Top 200 Value ETF position peaked at $1.01M in Q2 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.