Global Wealth Management Investment Advisory’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Global Wealth Management Investment Advisory’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	$2.32M	Buy	22,030 +324	+1%	+$32.8K	0.33%	78
2026 Q1	$2.01M	Sell	21,706 -771	-3%	-$73.3K	0.32%	78
2025 Q4	$2.06M	Sell	22,477 -1,770	-7%	-$159K	0.33%	75
2025 Q3	$2.13M	Sell	24,247 -62	-0.3%	-$5.32K	0.36%	78
2025 Q2	$2.05M	Sell	24,309 -858	-3%	-$69K	0.38%	76
2025 Q1	$2.07M	Sell	25,167 -1,103	-4%	-$90.7K	0.41%	71
2024 Q4	$2.08M	Sell	26,270 -337	-1%	-$27.6K	0.43%	69
2024 Q3	$2.16M	Sell	26,607 -397	-1%	-$31K	0.47%	63
2024 Q2	$2.02M	Sell	27,004 -1,459	-5%	-$109K	0.47%	65
2024 Q1	$2.17M	Sell	28,463 -2,085	-7%	-$151K	0.53%	61
2023 Q4	$2.14M	Sell	30,548 -4,717	-13%	-$313K	0.55%	58
2023 Q3	$2.31M	Sell	35,265 -3,033	-8%	-$206K	0.65%	55
2023 Q2	$2.58M	Sell	38,298 -1,319	-3%	-$86.7K	0.71%	50
2023 Q1	$2.58M	Sell	39,617 -4,179	-10%	-$274K	0.78%	50
2022 Q4	$2.85M	Sell	43,796 -8,423	-16%	-$537K	0.93%	44
2022 Q3	$3.01M	Sell	52,219 -4,780	-8%	-$304K	1.07%	32
2022 Q2	$3.52M	Sell	56,999 -33,780	-37%	-$2.23M	1.19%	27
2022 Q1	$6.32M	Sell	90,779 -15,588	-15%	-$1.08M	1.88%	13
2021 Q4	$7.45M	Sell	106,367 -11,013	-9%	-$753K	2.24%	8
2021 Q3	$7.71M	Sell	117,380 -21,787	-16%	-$1.47M	2.44%	8
2021 Q2	$9.25M	Sell	139,167 -3,993	-3%	-$265K	3.08%	3
2021 Q1	$9.12M	Sell	143,160 -1,309	-0.9%	-$79.6K	3.29%	3
2020 Q4	$8.37M	Sell	144,469 -4,920	-3%	-$269K	3.24%	5
2020 Q3	$7.63M	Buy	149,389 +20,396	+16%	+$1.05M	3.3%	4
2020 Q2	$6.3M	Buy	128,993 +6,944	+6%	+$335K	2.69%	5
2020 Q1	$5.38M	Buy	122,049 +4,654	+4%	+$250K	2.71%	6
2019 Q4	$6.87M	Sell	117,395 -6,093	-5%	-$344K	2.9%	3
2019 Q3	$6.76M	Buy	123,488 +1,396	+1%	+$75.8K	3.09%	3
2019 Q2	$6.6M	Buy	122,092 +4,681	+4%	+$250K	3.19%	4
2019 Q1	$6.17M	Buy	117,411 +5,102	+5%	+$261K	3.2%	3
2018 Q4	$5.37M	Buy	+112,309	New	+$5.75M	3.12%	2

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

Global Wealth Management Investment Advisory's IWX Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its iShares Russell Top 200 Value ETF (IWX) stake by 1.5% in Q2 2026, buying an estimated $32.8K and bringing the position to 22,030 shares worth $2.32M. The position accounts for 0.33% of the portfolio, ranked #78.

Global Wealth Management Investment Advisory first reported a position in IWX in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.25M in Q2 2021. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Global Wealth Management Investment Advisory held 22,030 shares of iShares Russell Top 200 Value ETF worth $2.32M as of Q2 2026.
Global Wealth Management Investment Advisory bought 324 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $32.8K.
iShares Russell Top 200 Value ETF made up 0.33% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #78 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Russell Top 200 Value ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's iShares Russell Top 200 Value ETF position peaked at $9.25M in Q2 2021.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.