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 Q3	$590K	Buy	5,388 +2,069	+62%	+$229K	﹤0.01%	2355
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%	+$100K	0.01%	952
2022 Q2	$1.02M	Buy	+16,521	New	+$1.09M	0.01%	966

Other funds holding IWX

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Kestra Advisory Services's IWX Position: Q3 2026 in Review

Kestra Advisory Services increased its iShares Russell Top 200 Value ETF (IWX) stake by 62% in Q3 2026, buying an estimated $229K and bringing the position to 5,388 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #2355.

Kestra Advisory Services first reported a position in IWX in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2022. 167 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Kestra Advisory Services held 5,388 shares of iShares Russell Top 200 Value ETF worth $590K as of Q3 2026.
Kestra Advisory Services bought 2,069 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $229K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2355 holding.
Kestra Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 11 quarters since.
Kestra Advisory Services's iShares Russell Top 200 Value ETF position peaked at $1.22M in Q4 2022.
167 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.