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 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	4.47%	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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return