Beaumont Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Beaumont Financial 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
2025 Q2	–	Sell	-3,271	Closed	-$269K	–	390
2025 Q1	$269K	Sell	3,271 -271	-8%	-$22.3K	0.02%	306
2024 Q4	$280K	Sell	3,542 -1,900	-35%	-$156K	0.02%	302
2024 Q3	$442K	Hold	5,442	–	–	0.03%	224
2024 Q2	$407K	Hold	5,442	–	–	0.03%	230
2024 Q1	$415K	Buy	+5,442	New	+$394K	0.03%	233

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beaumont Financial Advisors's IWX Position: Q2 2025 in Review

Beaumont Financial Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 3,271 shares — an estimated $269K sold.

Beaumont Financial Advisors first reported a position in IWX in Q1 2024 and held it in 5 quarters. The position peaked at $442K in Q3 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

Beaumont Financial Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 3,271 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $269K.
Beaumont Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and held it in 5 quarters.
Beaumont Financial Advisors's iShares Russell Top 200 Value ETF position peaked at $442K in Q3 2024.
206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Beaumont Financial Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.