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 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

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

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

Legacy Advisory Services increased its iShares Russell Top 200 Value ETF (IWX) stake by 1.1% in Q2 2026, buying an estimated $67K and bringing the position to 63,553 shares worth $6.68M. The position accounts for 4.7% of the portfolio, ranked #6.

Legacy Advisory Services first reported a position in IWX in Q4 2023 and has held it in 11 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Legacy Advisory Services held 63,553 shares of iShares Russell Top 200 Value ETF worth $6.68M as of Q2 2026.
Legacy Advisory Services bought 662 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $67K.
iShares Russell Top 200 Value ETF made up 4.7% of Legacy Advisory Services's portfolio in Q2 2026, its #6 holding.
Legacy Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 11 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.