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

Kestra Private Wealth 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 		$19.1M Sell
181,611
-963
-0.5% -$97.5K 0.21% 106
2026
Q1 		$16.9M Buy
182,574
+735
+0.4% +$69.9K 0.21% 108
2025
Q4 		$16.7M Buy
181,839
+7,184
+4% +$645K 0.21% 104
2025
Q3 		$15.3M Buy
174,655
+5,923
+4% +$508K 0.2% 111
2025
Q2 		$14.2M Buy
168,732
+15,045
+10% +$1.21M 0.2% 110
2025
Q1 		$12.6M Buy
153,687
+4,695
+3% +$386K 0.21% 106
2024
Q4 		$11.8M Buy
148,992
+3,240
+2% +$266K 0.2% 113
2024
Q3 		$11.8M Buy
145,752
+5,983
+4% +$467K 0.22% 107
2024
Q2 		$10.5M Buy
139,769
+344
+0.2% +$25.7K 0.21% 110
2024
Q1 		$10.6M Buy
139,425
+1,577
+1% +$114K 0.24% 101
2023
Q4 		$9.67M Buy
137,848
+9,799
+8% +$650K 0.25% 99
2023
Q3 		$8.37M Buy
128,049
+4,201
+3% +$285K 0.26% 93
2023
Q2 		$8.35M Buy
123,848
+10,914
+10% +$718K 0.29% 86
2023
Q1 		$7.35M Buy
112,934
+52,524
+87% +$3.45M 0.29% 92
2022
Q4 		$3.92M Buy
60,410
+14,605
+32% +$932K 0.2% 133
2022
Q3 		$2.64M Buy
45,805
+9,182
+25% +$584K 0.15% 158
2022
Q2 		$2.26M Buy
36,623
+10,246
+39% +$676K 0.13% 187
2022
Q1 		$1.84M Sell
26,377
-5,530
-17% -$382K 0.09% 237
2021
Q4 		$2.24M Buy
31,907
+22,983
+258% +$1.57M 0.11% 204
2021
Q3 		$586K Buy
+8,924
New +$600K 0.03% 497

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
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
Envestnet Asset Management
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
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 Private Wealth Services's IWX Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 0.53% in Q2 2026, selling an estimated $97.5K and leaving 181,611 shares worth $19.1M. The position accounts for 0.21% of the portfolio, ranked #106.

Kestra Private Wealth Services first reported a position in IWX in Q3 2021 and has held it in 20 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Kestra Private Wealth Services held 181,611 shares of iShares Russell Top 200 Value ETF worth $19.1M as of Q2 2026.
  • Kestra Private Wealth Services sold 963 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $97.5K.
  • iShares Russell Top 200 Value ETF made up 0.21% of Kestra Private Wealth Services's portfolio in Q2 2026, its #106 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • 265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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