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

FSA 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	$505K	Buy	+5,455	New	+$519K	0.33%	89
2025 Q4	–	Sell	-5,667	Closed	-$498K	–	229
2025 Q3	$498K	Buy	5,667 +336	+6%	+$28.8K	0.39%	73
2025 Q2	$449K	Buy	5,331 +1,622	+44%	+$131K	0.36%	86
2025 Q1	$305K	Sell	3,709 -107	-3%	-$8.8K	0.24%	127
2024 Q4	$302K	Sell	3,816 -85	-2%	-$6.97K	0.37%	94
2024 Q3	$292K	Buy	3,901 +483	+14%	+$37.7K	0.29%	104
2024 Q2	$261K	Hold	3,418	–	–	0.27%	111
2024 Q1	$261K	Buy	3,418 +51	+2%	+$3.69K	0.28%	108
2023 Q4	$236K	Buy	+3,367	New	+$223K	0.29%	100

Other funds holding IWX

TCIIS

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

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

FCBT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CCMG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

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

FSA Advisors's IWX Position: Q1 2026 in Review

FSA Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2026: 5,455 shares worth $505K. The stake represents 0.33% of the portfolio and ranks #89 among its holdings. This is a return to the name: FSA Advisors previously reported a position in IWX as recently as Q3 2025.

FSA Advisors first reported a position in IWX in Q4 2023 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

FSA Advisors held 5,455 shares of iShares Russell Top 200 Value ETF worth $505K as of Q1 2026.
iShares Russell Top 200 Value ETF was a new FSA Advisors position in Q1 2026.
iShares Russell Top 200 Value ETF made up 0.33% of FSA Advisors's portfolio in Q1 2026, its #89 holding.
FSA Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 9 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.