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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 		– Sell
-3,422
Closed -$317K – 217
2026
Q1 		$317K Buy
3,422
+574
+20% +$54.6K 0.03% 178
2025
Q4 		$262K Buy
+2,848
New +$256K 0.03% 194

Other funds holding IWX

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
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
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Edge Advisors's IWX Position: Q2 2026 in Review

Legacy Edge Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 3,422 shares — an estimated $317K sold.

Legacy Edge Advisors first reported a position in IWX in Q4 2025 and held it in 2 quarters. The position peaked at $317K in Q1 2026. 164 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Legacy Edge Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 3,422 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $317K.
  • Legacy Edge Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's iShares Russell Top 200 Value ETF position peaked at $317K in Q1 2026.
  • 164 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.