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

Centennial 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
Q3 		$1.3M Buy
11,892
+9
+0.1% +$996 1.56% 23
2026
Q2 		$1.25M Buy
11,883
+148
+1% +$15K 1.49% 24
2026
Q1 		$1.09M Sell
11,735
-246
-2% -$23.4K 1.38% 24
2025
Q4 		$1.1M Buy
+11,981
New +$1.08M 1.43% 24

Other funds holding IWX

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.49% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Bryn Mawr Capital Management
Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.34B AUM 20.32% 1-Year Est. Return

Centennial Advisors's IWX Position: Q3 2026 in Review

Centennial Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.08% in Q3 2026, buying an estimated $996 and bringing the position to 11,892 shares worth $1.3M. The position accounts for 1.56% of the portfolio, ranked #23.

Centennial Advisors first reported a position in IWX in Q4 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Centennial Advisors held 11,892 shares of iShares Russell Top 200 Value ETF worth $1.3M as of Q3 2026.
  • Centennial Advisors bought 9 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $996.
  • iShares Russell Top 200 Value ETF made up 1.56% of Centennial Advisors's portfolio in Q3 2026, its #23 holding.
  • Centennial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.