JWCA
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J.W. Cole Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

J.W. Cole 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 		$629K Buy
+5,979
New +$605K 0.01% 928
2025
Q4 		– Sell
-5,844
Closed -$514K – 1540
2025
Q3 		$514K Buy
5,844
+25
+0.4% +$2.15K 0.01% 973
2025
Q2 		$490K Buy
+5,819
New +$468K 0.01% 922
2025
Q1 		– Sell
-5,186
Closed -$410K – 1315
2024
Q4 		$410K Buy
5,186
+34
+0.7% +$2.79K 0.02% 675
2024
Q3 		$419K Buy
5,152
+21
+0.4% +$1.64K 0.02% 666
2024
Q2 		$384K Sell
5,131
-67
-1% -$5.01K 0.02% 610
2024
Q1 		$397K Buy
5,198
+115
+2% +$8.32K 0.02% 598
2023
Q4 		$357K Buy
5,083
+66
+1% +$4.38K 0.02% 582
2023
Q3 		$328K Hold
5,017
– – 0.02% 540
2023
Q2 		$338K Buy
5,017
+22
+0.4% +$1.45K 0.02% 540
2023
Q1 		$325K Buy
4,995
+25
+0.5% +$1.64K 0.02% 572
2022
Q4 		$323K Buy
4,970
+29
+0.6% +$1.85K 0.02% 538
2022
Q3 		$285K Buy
4,941
+34
+0.7% +$2.16K 0.02% 558
2022
Q2 		$303K Buy
4,907
+233
+5% +$15.4K 0.02% 549
2022
Q1 		$326K Buy
4,674
+324
+7% +$22.4K 0.02% 591
2021
Q4 		$305K Buy
+4,350
New +$297K 0.02% 645

Other funds holding IWX

Envestnet Portfolio Solutions
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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

J.W. Cole Advisors's IWX Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 5,979 shares worth $629K. The stake represents 0.01% of the portfolio and ranks #928 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWX as recently as Q3 2025.

J.W. Cole Advisors first reported a position in IWX in Q4 2021 and has held it in 16 quarters since. 64 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • J.W. Cole Advisors held 5,979 shares of iShares Russell Top 200 Value ETF worth $629K as of Q2 2026.
  • iShares Russell Top 200 Value ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Russell Top 200 Value ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #928 holding.
  • J.W. Cole Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.