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Foundations Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Foundations Investment 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 		$1.23M Sell
11,736
-532
-4% -$53.8K 0.01% 523
2026
Q1 		$1.14M Buy
12,268
+604
+5% +$57.5K 0.01% 494
2025
Q4 		$1.07M Sell
11,664
-1,757
-13% -$158K 0.01% 495
2025
Q3 		$1.18M Sell
13,421
-766
-5% -$65.7K 0.02% 429
2025
Q2 		$1.19M Sell
14,187
-348
-2% -$28K 0.02% 392
2025
Q1 		$1.19M Sell
14,535
-6,316
-30% -$520K 0.02% 368
2024
Q4 		$1.65M Sell
20,851
-2,520
-11% -$207K 0.03% 318
2024
Q3 		$1.9M Buy
23,371
+6,215
+36% +$485K 0.04% 279
2024
Q2 		$1.28M Sell
17,156
-6,349
-27% -$475K 0.03% 298
2024
Q1 		$1.79M Sell
23,505
-605
-3% -$43.8K 0.05% 244
2023
Q4 		$1.73M Sell
24,110
-20,363
-46% -$1.35M 0.05% 242
2023
Q3 		$2.91M Buy
44,473
+830
+2% +$56.3K 0.09% 175
2023
Q2 		$2.94M Buy
43,643
+16,604
+61% +$1.09M 0.1% 151
2023
Q1 		$1.76M Sell
27,039
-560
-2% -$36.7K 0.06% 182
2022
Q4 		$1.79M Buy
27,599
+20,270
+277% +$1.29M 0.07% 144
2022
Q3 		$423K Buy
7,329
+1,708
+30% +$109K 0.02% 277
2022
Q2 		$349K Sell
5,621
-100
-2% -$6.59K 0.01% 280
2022
Q1 		$397K Buy
5,721
+1
+0% +$69 0.02% 225
2021
Q4 		$409K Sell
5,720
-825
-13% -$56.4K 0.02% 227
2021
Q3 		$436K Sell
6,545
-2,087
-24% -$140K 0.02% 203
2021
Q2 		$577K Buy
+8,632
New +$572K 0.03% 149

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
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
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

Foundations Investment Advisors's IWX Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4.3% in Q2 2026, selling an estimated $53.8K and leaving 11,736 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #523.

Foundations Investment Advisors first reported a position in IWX in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.94M in Q2 2023. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Foundations Investment Advisors held 11,736 shares of iShares Russell Top 200 Value ETF worth $1.23M as of Q2 2026.
  • Foundations Investment Advisors sold 532 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $53.8K.
  • iShares Russell Top 200 Value ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #523 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Foundations Investment Advisors's iShares Russell Top 200 Value ETF position peaked at $2.94M in Q2 2023.
  • 270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.