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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
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
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

Compton Wealth Advisory Group's IWX Position: Q2 2026 in Review

Compton Wealth Advisory Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 2.5% in Q2 2026, selling an estimated $615K and leaving 239,223 shares worth $25.3M. The position accounts for 5.12% of the portfolio, ranked #4.

Compton Wealth Advisory Group first reported a position in IWX in Q2 2020 and has held it in 25 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Compton Wealth Advisory Group held 239,223 shares of iShares Russell Top 200 Value ETF worth $25.3M as of Q2 2026.
  • Compton Wealth Advisory Group sold 6,079 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $615K.
  • iShares Russell Top 200 Value ETF made up 5.12% of Compton Wealth Advisory Group's portfolio in Q2 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 25 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.