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 Q2	$670K	Buy	6,369 +914	+17%	+$92.5K	0.31%	98
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 $29.1B AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

FSA Advisors's IWX Position: Q2 2026 in Review

FSA Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 17% in Q2 2026, buying an estimated $92.5K and bringing the position to 6,369 shares worth $670K. The position accounts for 0.31% of the portfolio, ranked #98.

FSA Advisors first reported a position in IWX in Q4 2023 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

FSA Advisors held 6,369 shares of iShares Russell Top 200 Value ETF worth $670K as of Q2 2026.
FSA Advisors bought 914 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $92.5K.
iShares Russell Top 200 Value ETF made up 0.31% of FSA Advisors's portfolio in Q2 2026, its #98 holding.
FSA Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 10 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.