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

Guerra 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 Q3	$106K	Buy	+1,210	New	+$104K	0.04%	121

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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

FCAM

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

FCIS

First Citizens Investor Services Raleigh, North Carolina $262M AUM

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Guerra Advisors's IWX Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2025: 1,210 shares worth $106K. The stake represents 0.04% of the portfolio and ranks #121 among its holdings.

211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Guerra Advisors held 1,210 shares of iShares Russell Top 200 Value ETF worth $106K as of Q3 2025.
iShares Russell Top 200 Value ETF was a new Guerra Advisors position in Q3 2025.
iShares Russell Top 200 Value ETF made up 0.04% of Guerra Advisors's portfolio in Q3 2025, its #121 holding.
211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.