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

Csenge 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	$5.56M	Sell	52,901 -225	-0.4%	-$22.8K	0.23%	89
2026 Q1	$4.92M	Sell	53,126 -4,131	-7%	-$393K	0.23%	88
2025 Q4	$5.26M	Sell	57,257 -733	-1%	-$65.8K	0.24%	80
2025 Q3	$5.1M	Buy	57,990 +2,212	+4%	+$190K	0.24%	84
2025 Q2	$4.57M	Sell	55,778 -116	-0.2%	-$9.33K	0.24%	84
2025 Q1	$4.31M	Buy	55,894 +460	+0.8%	+$37.8K	0.24%	85
2024 Q4	$4.38M	Sell	55,434 -6,313	-10%	-$518K	0.24%	85
2024 Q3	$5.08M	Buy	61,747 +8,807	+17%	+$687K	0.27%	78
2024 Q2	$3.96M	Sell	52,940 -131	-0.2%	-$9.8K	0.22%	87
2024 Q1	$4.05M	Sell	53,071 -6,834	-11%	-$494K	0.23%	82
2023 Q4	$4.2M	Buy	59,905 +4,979	+9%	+$330K	0.26%	69
2023 Q3	$3.59M	Buy	54,926 +4,014	+8%	+$272K	0.24%	75
2023 Q2	$3.43M	Buy	50,912 +1,351	+3%	+$88.8K	0.23%	81
2023 Q1	$3.23M	Buy	49,561 +2,086	+4%	+$137K	0.23%	84
2022 Q4	$3.08M	Buy	+47,475	New	+$3.03M	0.24%	80

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

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

WSFS

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

Csenge Advisory Group's IWX Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.42% in Q2 2026, selling an estimated $22.8K and leaving 52,901 shares worth $5.56M. The position accounts for 0.23% of the portfolio, ranked #89.

Csenge Advisory Group first reported a position in IWX in Q4 2022 and has held it in 15 quarters since. 182 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Csenge Advisory Group held 52,901 shares of iShares Russell Top 200 Value ETF worth $5.56M as of Q2 2026.
Csenge Advisory Group sold 225 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $22.8K.
iShares Russell Top 200 Value ETF made up 0.23% of Csenge Advisory Group's portfolio in Q2 2026, its #89 holding.
Csenge Advisory Group first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 15 quarters since.
182 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.