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 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	–	3887
2024 Q1	$40.6K	Buy	+533	New	+$38.5K	﹤0.01%	1257
2023 Q1	–	Sell	-115	Closed	-$7.47K	–	2395
2022 Q4	$7.47K	Buy	+115	New	+$7.34K	﹤0.01%	1044

Other funds holding IWX

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return