Brookstone Capital Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Brookstone Capital Management’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	$233K	Buy	+2,215	New	+$224K	﹤0.01%	1195
2026 Q1	–	Sell	-2,465	Closed	-$226K	–	1239
2025 Q4	$226K	Sell	2,465 -6,464	-72%	-$580K	﹤0.01%	1081
2025 Q3	$785K	Sell	8,929 -804	-8%	-$69K	0.01%	681
2025 Q2	$819K	Buy	+9,733	New	+$783K	0.01%	616
2020 Q1	–	Sell	-5,151	Closed	-$301K	–	368
2019 Q4	$301K	Sell	5,151 -358	-6%	-$20.2K	0.02%	333
2019 Q3	$302K	Buy	5,509 +16	+0.3%	+$869	0.02%	341
2019 Q2	$297K	Sell	5,493 -628	-10%	-$33.5K	0.02%	364
2019 Q1	$322K	Buy	+6,121	New	+$314K	0.02%	322

Other funds holding IWX

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

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

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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Brookstone Capital Management's IWX Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 2,215 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in IWX as recently as Q4 2025.

Brookstone Capital Management first reported a position in IWX in Q1 2019 and has held it in 8 quarters since. The position peaked at $819K in Q2 2025. 57 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Brookstone Capital Management held 2,215 shares of iShares Russell Top 200 Value ETF worth $233K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Brookstone Capital Management position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1195 holding.
Brookstone Capital Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2019 and has held it in 8 quarters since.
Brookstone Capital Management's iShares Russell Top 200 Value ETF position peaked at $819K in Q2 2025.
57 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.