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Farther Finance Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Farther Finance 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
Q3 		$2.19M Sell
19,995
-38
-0.2% -$4.21K 0.02% 727
2026
Q2 		$2.11M Buy
20,033
+12,113
+153% +$1.23M 0.02% 714
2026
Q1 		$738K Buy
7,920
+295
+4% +$28.1K 0.01% 1162
2025
Q4 		$700K Buy
7,625
+1,855
+32% +$166K 0.01% 1109
2025
Q3 		$507K Sell
5,770
-139
-2% -$11.9K 0.01% 1062
2025
Q2 		$497K Buy
+5,909
New +$475K 0.01% 909
2024
Q2 		– Sell
-533
Closed -$40.6K – 3878
2024
Q1 		$40.6K Buy
+533
New +$38.5K ﹤0.01% 1257
2023
Q1 		– Sell
-115
Closed -$7.47K – 2389
2022
Q4 		$7.47K Buy
+115
New +$7.34K ﹤0.01% 1044

Other funds holding IWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's IWX Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.19% in Q3 2026, selling an estimated $4.21K and leaving 19,995 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #727.

Farther Finance Advisors first reported a position in IWX in Q4 2022 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Farther Finance Advisors held 19,995 shares of iShares Russell Top 200 Value ETF worth $2.19M as of Q3 2026.
  • Farther Finance Advisors sold 38 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $4.21K.
  • iShares Russell Top 200 Value ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #727 holding.
  • Farther Finance Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 8 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.