B.O.S.S. Retirement Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

B.O.S.S. Retirement 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 Q2	$1.87M	Sell	17,784 -1,270	-7%	-$129K	0.51%	46
2026 Q1	$1.77M	Sell	19,054 -2,773	-13%	-$264K	0.54%	45
2025 Q4	$2.01M	Sell	21,827 -39,916	-65%	-$3.58M	0.63%	38
2025 Q3	$5.43M	Sell	61,743 -6,332	-9%	-$543K	1.3%	14
2025 Q2	$5.73M	Sell	68,075 -2,484	-4%	-$200K	1.44%	16
2025 Q1	$5.8M	Sell	70,559 -5,187	-7%	-$427K	1.68%	13
2024 Q4	$5.99M	Buy	75,746 +67,982	+876%	+$5.57M	1.67%	12
2024 Q3	$631K	Buy	7,764 +3,860	+99%	+$301K	0.13%	136
2024 Q2	$292K	Buy	+3,904	New	+$292K	0.07%	149
2024 Q1	–	Sell	-64,059	Closed	-$4.49M	–	187
2023 Q4	$4.49M	Sell	64,059 -1,265	-2%	-$83.9K	0.87%	24
2023 Q3	$4.27M	Buy	65,324 +6,852	+12%	+$465K	0.92%	17
2023 Q2	$3.94M	Buy	58,472 +8,197	+16%	+$539K	0.84%	22
2023 Q1	$3.27M	Buy	50,275 +3,746	+8%	+$246K	0.77%	27
2022 Q4	$3.02M	Buy	+46,529	New	+$2.97M	0.77%	27

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 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 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

B.O.S.S. Retirement Advisors's IWX Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.7% in Q2 2026, selling an estimated $129K and leaving 17,784 shares worth $1.87M. The position accounts for 0.51% of the portfolio, ranked #46.

B.O.S.S. Retirement Advisors first reported a position in IWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.99M in Q4 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

B.O.S.S. Retirement Advisors held 17,784 shares of iShares Russell Top 200 Value ETF worth $1.87M as of Q2 2026.
B.O.S.S. Retirement Advisors sold 1,270 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $129K.
iShares Russell Top 200 Value ETF made up 0.51% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #46 holding.
B.O.S.S. Retirement Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 14 quarters since.
B.O.S.S. Retirement Advisors's iShares Russell Top 200 Value ETF position peaked at $5.99M in Q4 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.