Kestra Advisory Services’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Kestra Advisory Services’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	$349K	Buy	+3,319	New	+$336K	﹤0.01%	2622
2026 Q1	–	Sell	-4,501	Closed	-$413K	–	3763
2025 Q4	$413K	Buy	4,501 +2,023	+82%	+$182K	﹤0.01%	2289
2025 Q3	$218K	Sell	2,478 -550	-18%	-$47.2K	﹤0.01%	2683
2025 Q2	$255K	Sell	3,028 -2,985	-50%	-$240K	﹤0.01%	2479
2025 Q1	$494K	Buy	+6,013	New	+$495K	﹤0.01%	1821
2024 Q4	–	Sell	-8,167	Closed	-$664K	–	2740
2024 Q3	$664K	Buy	+8,167	New	+$637K	﹤0.01%	1578
2024 Q2	–	Sell	-3,049	Closed	-$233K	–	2652
2024 Q1	$233K	Buy	+3,049	New	+$221K	﹤0.01%	2173
2023 Q1	–	Sell	-18,764	Closed	-$1.22M	–	2197
2022 Q4	$1.22M	Buy	18,764 +674	+4%	+$43K	0.01%	967
2022 Q3	$1.04M	Buy	18,090 +1,569	+9%	+$99.7K	0.01%	952
2022 Q2	$1.02M	Buy	+16,521	New	+$1.09M	0.01%	966

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

Kestra Advisory Services's IWX Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 3,319 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #2622 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in IWX as recently as Q4 2025.

Kestra Advisory Services first reported a position in IWX in Q2 2022 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2022. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Kestra Advisory Services held 3,319 shares of iShares Russell Top 200 Value ETF worth $349K as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Kestra Advisory Services position in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2622 holding.
Kestra Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 10 quarters since.
Kestra Advisory Services's iShares Russell Top 200 Value ETF position peaked at $1.22M in Q4 2022.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.