Continuum Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Continuum Advisory’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	$7.26K	Buy	+69	New	+$6.98K	﹤0.01%	1360
2026 Q1	–	Sell	-2,472	Closed	-$227K	–	468
2025 Q4	$227K	Buy	2,472 +36	+1%	+$3.23K	0.02%	422
2025 Q3	$214K	Hold	2,436	–	–	0.02%	415
2025 Q2	$205K	Sell	2,436 -1,113	-31%	-$89.6K	0.02%	403
2025 Q1	$292K	Buy	3,549 +429	+14%	+$35.3K	0.04%	326
2024 Q4	$247K	Hold	3,120	–	–	0.03%	351
2024 Q3	$259K	Hold	3,120	–	–	0.03%	346
2024 Q2	$233K	Hold	3,120	–	–	0.03%	342
2024 Q1	$235K	Hold	3,120	–	–	0.04%	347
2023 Q4	$219K	Hold	3,120	–	–	0.03%	423
2023 Q3	$204K	Hold	3,120	–	–	0.03%	426
2023 Q2	$210K	Hold	3,120	–	–	0.03%	424
2023 Q1	$203K	Hold	3,120	–	–	0.03%	409
2022 Q4	$203K	Buy	+3,120	New	+$199K	0.04%	395
2022 Q2	–	Sell	-3,051	Closed	-$201K	–	412
2022 Q1	$201K	Hold	3,051	–	–	0.04%	360
2021 Q4	$214K	Hold	3,051	–	–	0.05%	282
2021 Q3	$200K	Hold	3,051	–	–	0.05%	278
2021 Q2	$203K	Buy	+3,051	New	+$202K	0.06%	261

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

Continuum Advisory's IWX Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 69 shares worth $7.26K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IWX as recently as Q4 2025.

Continuum Advisory first reported a position in IWX in Q2 2021 and has held it in 18 quarters since. The position peaked at $292K in Q1 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Continuum Advisory held 69 shares of iShares Russell Top 200 Value ETF worth $7.26K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Continuum Advisory position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1360 holding.
Continuum Advisory first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and has held it in 18 quarters since.
Continuum Advisory's iShares Russell Top 200 Value ETF position peaked at $292K in Q1 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.