Cambridge Investment Research Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cambridge Investment Research 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	$9.35M	Buy	88,860 +2,456	+3%	+$249K	0.02%	682
2026 Q1	$8.01M	Buy	86,404 +2,266	+3%	+$216K	0.02%	705
2025 Q4	$7.73M	Buy	84,138 +5,568	+7%	+$500K	0.02%	702
2025 Q3	$6.91M	Buy	78,570 +3,392	+5%	+$291K	0.02%	736
2025 Q2	$6.33M	Buy	75,178 +4,808	+7%	+$387K	0.02%	726
2025 Q1	$5.78M	Buy	70,370 +4,324	+7%	+$356K	0.02%	730
2024 Q4	$5.22M	Buy	66,046 +4,673	+8%	+$383K	0.02%	788
2024 Q3	$4.99M	Buy	61,373 +7,809	+15%	+$609K	0.02%	797
2024 Q2	$4.01M	Buy	53,564 +12,499	+30%	+$935K	0.01%	876
2024 Q1	$3.13M	Buy	41,065 +7,166	+21%	+$518K	0.01%	1011
2023 Q4	$2.38M	Buy	33,899 +4,950	+17%	+$328K	0.01%	1100
2023 Q3	$1.89M	Buy	28,949 +5,178	+22%	+$351K	0.01%	1172
2023 Q2	$1.6M	Buy	23,771 +6,112	+35%	+$402K	0.01%	1302
2023 Q1	$1.15M	Buy	17,659 +1,896	+12%	+$124K	0.01%	1483
2022 Q4	$1.02M	Buy	15,763 +9,112	+137%	+$581K	0.01%	1500
2022 Q3	$384K	Buy	6,651 +1,171	+21%	+$74.4K	﹤0.01%	2154
2022 Q2	$339K	Buy	5,480 +393	+8%	+$25.9K	﹤0.01%	2275
2022 Q1	$354K	Buy	5,087 +1,629	+47%	+$113K	﹤0.01%	2401
2021 Q4	$242K	Buy	3,458 +149	+5%	+$10.2K	﹤0.01%	2722
2021 Q3	$217K	Buy	3,309 +257	+8%	+$17.3K	﹤0.01%	2748
2021 Q2	$203K	Buy	+3,052	New	+$202K	﹤0.01%	2822

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 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

Cambridge Investment Research Advisors's IWX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 2.8% in Q2 2026, buying an estimated $249K and bringing the position to 88,860 shares worth $9.35M. The position accounts for 0.02% of the portfolio, ranked #682.

Cambridge Investment Research Advisors first reported a position in IWX in Q2 2021 and has held it in 21 quarters since. 89 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cambridge Investment Research Advisors held 88,860 shares of iShares Russell Top 200 Value ETF worth $9.35M as of Q2 2026.
Cambridge Investment Research Advisors bought 2,456 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $249K.
iShares Russell Top 200 Value ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #682 holding.
Cambridge Investment Research Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and has held it in 21 quarters since.
89 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.