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

Beacon Investment 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
2026
Q2 		$9.46K Hold
90
– – ﹤0.01% 630
2026
Q1 		$8.34K Buy
+90
New +$8.56K ﹤0.01% 656

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

Beacon Investment Advisory Services's IWX Position: Q2 2026 in Review

Beacon Investment Advisory Services held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 90 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Beacon Investment Advisory Services first reported a position in IWX in Q1 2026 and has held it in 2 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Beacon Investment Advisory Services held 90 shares of iShares Russell Top 200 Value ETF worth $9.46K as of Q2 2026.
  • Beacon Investment Advisory Services left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #630 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.