Legacy Edge Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Legacy Edge Advisors’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	$346K	Sell	3,293 -129	-4%	-$13.1K	0.03%	172
2026 Q1	$317K	Buy	3,422 +574	+20%	+$54.6K	0.03%	178
2025 Q4	$262K	Buy	2,848 +434	+18%	+$39K	0.03%	194
2025 Q3	$212K	Buy	+2,414	New	+$207K	0.03%	198
2025 Q2	–	Sell	-3,059	Closed	-$251K	–	202
2025 Q1	$251K	Buy	+3,059	New	+$252K	0.04%	162

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 22.9% 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 Edge Advisors's IWX Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.8% in Q2 2026, selling an estimated $13.1K and leaving 3,293 shares worth $346K. The position accounts for 0.03% of the portfolio, ranked #172.

Legacy Edge Advisors first reported a position in IWX in Q1 2025 and has held it in 5 quarters since. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Legacy Edge Advisors held 3,293 shares of iShares Russell Top 200 Value ETF worth $346K as of Q2 2026.
Legacy Edge Advisors sold 129 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $13.1K.
iShares Russell Top 200 Value ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #172 holding.
Legacy Edge Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 5 quarters since.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.