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CFS Investment Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

CFS Investment Advisory Services’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 		$1.69M Sell
15,748
-1,097
-7% -$111K 0.11% 145
2026
Q1 		$1.65M Sell
16,845
-439
-3% -$41.8K 0.11% 143
2025
Q4 		$1.59M Sell
17,284
-286
-2% -$25.7K 0.12% 136
2025
Q3 		$1.57M Sell
17,570
-135
-0.8% -$11.6K 0.12% 141
2025
Q2 		$1.49M Sell
17,705
-6,035
-25% -$486K 0.12% 139
2025
Q1 		$1.95M Buy
23,740
+3,220
+16% +$265K 0.17% 114
2024
Q4 		$1.62M Buy
20,520
+4,123
+25% +$338K 0.15% 122
2024
Q3 		$1.33M Buy
16,397
+1,206
+8% +$94.1K 0.11% 135
2024
Q2 		$1.14M Buy
+15,191
New +$1.14M 0.09% 133
2023
Q3 		– Sell
-19,060
Closed -$1.28M – 203
2023
Q2 		$1.28M Buy
+19,060
New +$1.25M 0.16% 104

Other funds holding IWX

Envestnet Portfolio Solutions
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
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
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

CFS Investment Advisory Services's IWX Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.5% in Q2 2026, selling an estimated $111K and leaving 15,748 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #145.

CFS Investment Advisory Services first reported a position in IWX in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.95M in Q1 2025. 61 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • CFS Investment Advisory Services held 15,748 shares of iShares Russell Top 200 Value ETF worth $1.69M as of Q2 2026.
  • CFS Investment Advisory Services sold 1,097 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $111K.
  • iShares Russell Top 200 Value ETF made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #145 holding.
  • CFS Investment Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 10 quarters since.
  • CFS Investment Advisory Services's iShares Russell Top 200 Value ETF position peaked at $1.95M in Q1 2025.
  • 61 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.