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 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 $26B 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 $374B AUM 17.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Continuum Advisory's IWX Position: Q1 2026 in Review

Continuum Advisory sold out of iShares Russell Top 200 Value ETF (IWX) in Q1 2026, closing a stake of 2,472 shares — an estimated $227K sold.

Continuum Advisory first reported a position in IWX in Q2 2021 and held it in 17 quarters. The position peaked at $292K in Q1 2025. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Continuum Advisory reported no remaining iShares Russell Top 200 Value ETF position as of Q1 2026 after selling out during the quarter.
Continuum Advisory sold 2,472 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $227K.
Continuum Advisory first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and held it in 17 quarters.
Continuum Advisory's iShares Russell Top 200 Value ETF position peaked at $292K in Q1 2025.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.