Laurel Wealth Advisors (North Carolina)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$410K	Hold	3,900	–	–	0.04%	157
2026 Q1	$397K	Hold	3,900	–	–	0.04%	155
2025 Q4	$358K	Hold	3,900	–	–	0.05%	154
2025 Q3	$343K	Sell	3,900 -700	-15%	-$60.1K	0.05%	156
2025 Q2	$387K	Hold	4,600	–	–	0.06%	145
2025 Q1	$378K	Hold	4,600	–	–	0.06%	141
2024 Q4	$364K	Hold	4,600	–	–	0.06%	139
2024 Q3	$374K	Hold	4,600	–	–	0.06%	135
2024 Q2	$344K	Hold	4,600	–	–	0.06%	139
2024 Q1	$351K	Hold	4,600	–	–	0.06%	139
2023 Q4	$323K	Hold	4,600	–	–	0.06%	140
2023 Q3	$301K	Hold	4,600	–	–	0.06%	139
2023 Q2	$310K	Hold	4,600	–	–	0.06%	140
2023 Q1	$299K	Hold	4,600	–	–	0.06%	141
2022 Q4	$299K	Hold	4,600	–	–	0.07%	134
2022 Q3	$265K	Hold	4,600	–	–	0.07%	136
2022 Q2	$284K	Hold	4,600	–	–	0.07%	137
2022 Q1	$320K	Buy	+4,600	New	+$318K	0.07%	139

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

Laurel Wealth Advisors (North Carolina)'s IWX Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 3,900 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #157.

Laurel Wealth Advisors (North Carolina) first reported a position in IWX in Q1 2022 and has held it in 18 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 3,900 shares of iShares Russell Top 200 Value ETF worth $410K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.04% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #157 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell Top 200 Value ETF in Q1 2022 and has held it in 18 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.