FAIM
IWX icon

Financial Advocates Investment Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-3,564
Closed -$300K – 336
2025
Q2 		$300K Buy
3,564
+541
+18% +$43.5K 0.02% 499
2025
Q1 		$248K Buy
+3,023
New +$249K 0.02% 613

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
FCIS
First Citizens Investor Services Raleigh, North Carolina $262M AUM
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Financial Advocates Investment Management's IWX Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2025, closing a stake of 3,564 shares — an estimated $300K sold.

Financial Advocates Investment Management first reported a position in IWX in Q1 2025 and held it in 2 quarters. The position peaked at $300K in Q2 2025. 211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,564 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $300K.
  • Financial Advocates Investment Management first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and held it in 2 quarters.
  • Financial Advocates Investment Management's iShares Russell Top 200 Value ETF position peaked at $300K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.