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B. Riley Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

B. Riley Wealth 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 		– Sell
-18,323
Closed -$1.66M – 975
2026
Q1 		$1.66M Sell
18,323
-2,159
-11% -$205K 0.11% 192
2025
Q4 		$1.88M Buy
+20,482
New +$1.84M 0.09% 216
2024
Q4 		– Sell
-68,762
Closed -$5.56M – 1219
2024
Q3 		$5.56M Buy
+68,762
New +$5.37M 0.15% 144

Other funds holding IWX

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

B. Riley Wealth Advisors's IWX Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 18,323 shares — an estimated $1.66M sold.

B. Riley Wealth Advisors first reported a position in IWX in Q3 2024 and held it in 3 quarters. The position peaked at $5.56M in Q3 2024. 33 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,323 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $1.66M.
  • B. Riley Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $5.56M in Q3 2024.
  • 33 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.