First Horizon Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

First Horizon 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
2025 Q2	$111K	Buy	1,318 +168	+15%	+$13.5K	﹤0.01%	681
2025 Q1	$94.5K	Sell	1,150 -952	-45%	-$78.3K	﹤0.01%	691
2024 Q4	$166K	Sell	2,102 -17	-0.8%	-$1.39K	﹤0.01%	560
2024 Q3	$172K	Buy	2,119 +6	+0.3%	+$468	﹤0.01%	568
2024 Q2	$158K	Sell	2,113 -513	-20%	-$38.4K	﹤0.01%	566
2024 Q1	$200K	Sell	2,626 -77	-3%	-$5.57K	0.01%	505
2023 Q4	$190K	Sell	2,703 -7	-0.3%	-$464	0.01%	494
2023 Q3	$177K	Hold	2,710	–	–	0.01%	479
2023 Q2	$183K	Sell	2,710 -150	-5%	-$9.86K	0.01%	490
2023 Q1	$186K	Sell	2,860 -108	-4%	-$7.08K	0.01%	485
2022 Q4	$193K	Sell	2,968 -811	-21%	-$51.7K	0.01%	459
2022 Q3	$218K	Buy	3,779 +1,239	+49%	+$78.7K	0.01%	422
2022 Q2	$156K	Buy	2,540 +1,310	+107%	+$86.4K	0.01%	521
2022 Q1	$86K	Hold	1,230	–	–	﹤0.01%	518
2021 Q4	$86K	Hold	1,230	–	–	﹤0.01%	721
2021 Q3	$81K	Hold	1,230	–	–	﹤0.01%	739
2021 Q2	$82K	Hold	1,230	–	–	﹤0.01%	610
2021 Q1	$78K	Hold	1,230	–	–	﹤0.01%	579
2020 Q4	$71K	Buy	+1,230	New	+$67.2K	﹤0.01%	503

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

First Horizon Advisors's IWX Position: Q2 2025 in Review

First Horizon Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 15% in Q2 2025, buying an estimated $13.5K and bringing the position to 1,318 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

First Horizon Advisors first reported a position in IWX in Q4 2020 and has held it in 19 quarters since. The position peaked at $218K in Q3 2022. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

First Horizon Advisors held 1,318 shares of iShares Russell Top 200 Value ETF worth $111K as of Q2 2025.
First Horizon Advisors bought 168 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $13.5K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #681 holding.
First Horizon Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2020 and has held it in 19 quarters since.
First Horizon Advisors's iShares Russell Top 200 Value ETF position peaked at $218K in Q3 2022.
206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.