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

Clarus Wealth 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
2025
Q1 		– Sell
-6,360
Closed -$504K – 119
2024
Q4 		$504K Sell
6,360
-172
-3% -$14.1K 0.25% 80
2024
Q3 		$528K Sell
6,532
-178
-3% -$13.9K 0.27% 78
2024
Q2 		$507K Sell
6,710
-651
-9% -$48.7K 0.27% 75
2024
Q1 		$549K Sell
7,361
-332
-4% -$24K 0.31% 76
2023
Q4 		$534K Buy
+7,693
New +$510K 0.32% 73
2023
Q2 		$525K Sell
7,903
-176
-2% -$11.6K 0.32% 64
2023
Q1 		$531K Buy
8,079
+228
+3% +$15K 0.33% 61
2022
Q4 		$522K Buy
7,851
+1,033
+15% +$65.9K 0.34% 58
2022
Q3 		$399K Buy
6,818
+130
+2% +$8.26K 0.28% 70
2022
Q2 		$416K Buy
6,688
+107
+2% +$7.06K 0.29% 68
2022
Q1 		$459K Buy
6,581
+460
+8% +$31.8K 0.29% 59
2021
Q4 		$438K Buy
+6,121
New +$419K 0.25% 63
2019
Q2 		– Sell
-210
Closed -$11K – 659
2019
Q1 		$11K Hold
210
– – 0.01% 509
2018
Q4 		$10K Hold
210
– – 0.02% 514
2018
Q3 		$11K Hold
210
– – 0.01% 526
2018
Q2 		$11K Buy
+210
New +$10.7K 0.01% 513

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Clarus Wealth Advisors's IWX Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2025, closing a stake of 6,360 shares — an estimated $504K sold.

Clarus Wealth Advisors first reported a position in IWX in Q2 2018 and held it in 16 quarters. The position peaked at $549K in Q1 2024. 220 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 6,360 iShares Russell Top 200 Value ETF shares in Q1 2025, an estimated $504K.
  • Clarus Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2018 and held it in 16 quarters.
  • Clarus Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $549K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.