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

Centennial Wealth Advisory’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 Q1	–	Sell	-22,416	Closed	-$2.06M	–	173
2025 Q4	$2.06M	Buy	+22,416	New	+$2.01M	0.54%	35
2025 Q2	–	Sell	-54,691	Closed	-$4.49M	–	162
2025 Q1	$4.49M	Buy	+54,691	New	+$4.5M	1.63%	13
2024 Q4	–	Sell	-80,757	Closed	-$6.56M	–	152
2024 Q3	$6.56M	Buy	+80,757	New	+$6.3M	2.56%	11

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

Centennial Wealth Advisory's IWX Position: Q1 2026 in Review

Centennial Wealth Advisory sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 22,416 shares — an estimated $2.06M sold.

Centennial Wealth Advisory first reported a position in IWX in Q3 2024 and held it in 3 quarters. The position peaked at $6.56M in Q3 2024. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Centennial Wealth Advisory reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
Centennial Wealth Advisory sold 22,416 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $2.06M.
Centennial Wealth Advisory first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and held it in 3 quarters.
Centennial Wealth Advisory's iShares Russell Top 200 Value ETF position peaked at $6.56M in Q3 2024.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Centennial Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.