Spectrum Advisors, Inc.’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Spectrum Advisors, Inc.’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	$1.45M	Buy	+15,658	New	+$1.49M	1.15%	19

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $4.48B AUM 24.77% 1-Year Est. Return

Spectrum Advisors, Inc.'s IWX Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q1 2026: 15,658 shares worth $1.45M. The stake represents 1.15% of the portfolio and ranks #19 among its holdings.

254 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Spectrum Advisors, Inc. held 15,658 shares of iShares Russell Top 200 Value ETF worth $1.45M as of Q1 2026.
iShares Russell Top 200 Value ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
iShares Russell Top 200 Value ETF made up 1.15% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #19 holding.
254 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.