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

Compton Wealth 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
Q3 		$25.2M Sell
230,482
-8,741
-4% -$967K 5.16% 4
2026
Q2 		$25.3M Sell
239,223
-6,079
-2% -$615K 5.12% 4
2026
Q1 		$22.8M Sell
245,302
-4,759
-2% -$453K 5.09% 5
2025
Q4 		$23M Buy
250,061
+4,382
+2% +$393K 5.02% 4
2025
Q3 		$21.6M Sell
245,679
-2,038
-0.8% -$175K 5% 5
2025
Q2 		$20.9M Buy
247,717
+1,237
+0.5% +$99.5K 5.28% 4
2025
Q1 		$20.3M Sell
246,480
-758
-0.3% -$62.4K 5.62% 4
2024
Q4 		$19.5M Buy
247,238
+7,318
+3% +$600K 5.04% 4
2024
Q3 		$19.5M Sell
239,920
-12,127
-5% -$946K 4.92% 4
2024
Q2 		$18.9M Buy
252,047
+891
+0.4% +$66.7K 5.03% 5
2024
Q1 		$19.2M Buy
251,156
+1,826
+0.7% +$132K 5.25% 5
2023
Q4 		$17.5M Buy
249,330
+25,118
+11% +$1.67M 5.49% 5
2023
Q3 		$14.7M Buy
224,212
+24,678
+12% +$1.67M 5.03% 5
2023
Q2 		$13.5M Buy
199,534
+1,588
+0.8% +$104K 4.49% 5
2023
Q1 		$12.9M Buy
197,946
+11,106
+6% +$728K 4.45% 4
2022
Q4 		$12.1M Buy
186,840
+6,584
+4% +$420K 4.73% 4
2022
Q3 		$10.4M Sell
180,256
-4,355
-2% -$277K 4.42% 4
2022
Q2 		$11.4M Sell
184,611
-3,876
-2% -$256K 4.91% 3
2022
Q1 		$13.1M Buy
188,487
+8,947
+5% +$618K 5.06% 2
2021
Q4 		$12.6M Buy
179,540
+12,560
+8% +$859K 5.39% 3
2021
Q3 		$11M Buy
166,980
+23,439
+16% +$1.58M 5.15% 4
2021
Q2 		$9.54M Buy
143,541
+4,081
+3% +$271K 4.45% 5
2021
Q1 		$8.88M Sell
139,460
-1,062
-0.8% -$64.6K 5.08% 4
2020
Q4 		$8.14M Buy
140,522
+12,445
+10% +$680K 5.07% 5
2020
Q3 		$6.54M Buy
128,077
+114,589
+850% +$5.88M 4.89% 5
2020
Q2 		$659K Buy
+13,488
New +$651K 0.7% 43

Other funds holding IWX

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Compton Wealth Advisory Group's IWX Position: Q3 2026 in Review

Compton Wealth Advisory Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.7% in Q3 2026, selling an estimated $967K and leaving 230,482 shares worth $25.2M. The position accounts for 5.16% of the portfolio, ranked #4.

Compton Wealth Advisory Group first reported a position in IWX in Q2 2020 and has held it in 26 quarters since. The position peaked at $25.3M in Q2 2026. 22 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Compton Wealth Advisory Group held 230,482 shares of iShares Russell Top 200 Value ETF worth $25.2M as of Q3 2026.
  • Compton Wealth Advisory Group sold 8,741 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $967K.
  • iShares Russell Top 200 Value ETF made up 5.16% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #4 holding.
  • Compton Wealth Advisory Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2020 and has held it in 26 quarters since.
  • Compton Wealth Advisory Group's iShares Russell Top 200 Value ETF position peaked at $25.3M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.