Legacy Advisory Services
IWX icon

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

Legacy 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 		$4.28M Sell
39,042
-24,511
-39% -$2.71M 3.07% 9
2026
Q2 		$6.68M Buy
63,553
+662
+1% +$67K 4.7% 6
2026
Q1 		$5.83M Sell
62,891
-4,933
-7% -$469K 4.45% 6
2025
Q4 		$6.23M Buy
67,824
+363
+0.5% +$32.6K 4.68% 6
2025
Q3 		$5.93M Buy
67,461
+299
+0.4% +$25.7K 4.46% 6
2025
Q2 		$5.65M Sell
67,162
-1,609
-2% -$129K 4.48% 6
2025
Q1 		$5.65M Buy
68,771
+1,232
+2% +$101K 4.77% 7
2024
Q4 		$5.34M Sell
67,539
-30
-0% -$2.46K 4.55% 7
2024
Q3 		$5.49M Buy
67,569
+1,942
+3% +$152K 4.72% 7
2024
Q2 		$4.91M Sell
65,627
-1,121
-2% -$83.9K 4.49% 7
2024
Q1 		$5.09M Sell
66,748
-13,864
-17% -$1M 4.83% 7
2023
Q4 		$5.66M Buy
+80,612
New +$5.35M 5.97% 5

Other funds holding IWX

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

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

Legacy Advisory Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 39% in Q3 2026, selling an estimated $2.71M and leaving 39,042 shares worth $4.28M. The position accounts for 3.07% of the portfolio, ranked #9.

Legacy Advisory Services first reported a position in IWX in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.68M in Q2 2026. 63 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Legacy Advisory Services held 39,042 shares of iShares Russell Top 200 Value ETF worth $4.28M as of Q3 2026.
  • Legacy Advisory Services sold 24,511 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $2.71M.
  • iShares Russell Top 200 Value ETF made up 3.07% of Legacy Advisory Services's portfolio in Q3 2026, its #9 holding.
  • Legacy Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's iShares Russell Top 200 Value ETF position peaked at $6.68M in Q2 2026.
  • 63 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.