EverSource Wealth Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

EverSource Wealth Advisors’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	$142K	Buy	1,351 +288	+27%	+$29.1K	﹤0.01%	1199
2026 Q1	$98.5K	Buy	1,063 +37	+4%	+$3.52K	﹤0.01%	1433
2025 Q4	$94.2K	Buy	+1,026	New	+$92.1K	﹤0.01%	1345
2023 Q1	–	Sell	-9	Closed	-$585	–	2458
2022 Q4	$585	Sell	9 -1,818	-100%	-$116K	﹤0.01%	2178
2022 Q3	$105K	Buy	+1,827	New	+$116K	0.02%	419

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 22.9% 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

EverSource Wealth Advisors's IWX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 27% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,351 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

EverSource Wealth Advisors first reported a position in IWX in Q3 2022 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

EverSource Wealth Advisors held 1,351 shares of iShares Russell Top 200 Value ETF worth $142K as of Q2 2026.
EverSource Wealth Advisors bought 288 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $29.1K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1199 holding.
EverSource Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and has held it in 5 quarters since.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.