Centerpoint Advisory Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Centerpoint Advisory Group’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	$2.08M	Buy	19,815 +1,084	+6%	+$110K	1.32%	26
2026 Q1	$1.74M	Buy	18,731 +2,198	+13%	+$209K	1.31%	27
2025 Q4	$1.52M	Buy	16,533 +1,665	+11%	+$149K	1.17%	25
2025 Q3	$1.31M	Buy	14,868 +4,484	+43%	+$385K	1.02%	26
2025 Q2	$874K	Buy	10,384 +2,179	+27%	+$175K	0.76%	35
2025 Q1	$674K	Buy	+8,205	New	+$675K	0.66%	43

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

Centerpoint Advisory Group's IWX Position: Q2 2026 in Review

Centerpoint Advisory Group increased its iShares Russell Top 200 Value ETF (IWX) stake by 5.8% in Q2 2026, buying an estimated $110K and bringing the position to 19,815 shares worth $2.08M. The position accounts for 1.32% of the portfolio, ranked #26.

Centerpoint Advisory Group first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Centerpoint Advisory Group held 19,815 shares of iShares Russell Top 200 Value ETF worth $2.08M as of Q2 2026.
Centerpoint Advisory Group bought 1,084 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $110K.
iShares Russell Top 200 Value ETF made up 1.32% of Centerpoint Advisory Group's portfolio in Q2 2026, its #26 holding.
Centerpoint Advisory Group first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.