Cetera Investment Advisers’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Cetera Investment Advisers’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	$21.8M	Sell	207,128 -32,186	-13%	-$3.26M	0.02%	711
2026 Q1	$22.2M	Sell	239,314 -23,705	-9%	-$2.26M	0.02%	633
2025 Q4	$24.2M	Buy	263,019 +210,381	+400%	+$18.9M	0.03%	585
2025 Q3	$4.63M	Buy	52,638 +8,776	+20%	+$753K	0.01%	1457
2025 Q2	$3.69M	Sell	43,862 -300,846	-87%	-$24.2M	0.01%	1396
2025 Q1	$28.3M	Buy	344,708 +277,022	+409%	+$22.8M	0.05%	356
2024 Q4	$5.35M	Sell	67,686 -372,596	-85%	-$30.6M	0.01%	1005
2024 Q3	$35.8M	Buy	440,282 +373,357	+558%	+$29.1M	0.08%	257
2024 Q2	$5.01M	Sell	66,925 -2,890	-4%	-$216K	0.01%	993
2024 Q1	$5.33M	Buy	+69,815	New	+$5.05M	0.01%	953

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

Cetera Investment Advisers's IWX Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Russell Top 200 Value ETF (IWX) stake by 13% in Q2 2026, selling an estimated $3.26M and leaving 207,128 shares worth $21.8M. The position accounts for 0.02% of the portfolio, ranked #711.

Cetera Investment Advisers first reported a position in IWX in Q1 2024 and has held it in 10 quarters since. The position peaked at $35.8M in Q3 2024. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Cetera Investment Advisers held 207,128 shares of iShares Russell Top 200 Value ETF worth $21.8M as of Q2 2026.
Cetera Investment Advisers sold 32,186 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $3.26M.
iShares Russell Top 200 Value ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #711 holding.
Cetera Investment Advisers first reported a position in iShares Russell Top 200 Value ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's iShares Russell Top 200 Value ETF position peaked at $35.8M in Q3 2024.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.