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

Linden Thomas 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	–	Sell	-4,748	Closed	-$440K	–	545
2026 Q1	$440K	Sell	4,748 -16,308	-77%	-$1.55M	0.04%	392
2025 Q4	$1.93M	Buy	+21,056	New	+$1.89M	0.2%	159
2025 Q1	–	Sell	-7,518	Closed	-$594K	–	468
2024 Q4	$594K	Buy	+7,518	New	+$616K	0.08%	359

Other funds holding IWX

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Linden Thomas Advisory Services's IWX Position: Q2 2026 in Review

Linden Thomas Advisory Services sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 4,748 shares — an estimated $440K sold.

Linden Thomas Advisory Services first reported a position in IWX in Q4 2024 and held it in 3 quarters. The position peaked at $1.93M in Q4 2025. 64 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Linden Thomas Advisory Services reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
Linden Thomas Advisory Services sold 4,748 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $440K.
Linden Thomas Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and held it in 3 quarters.
Linden Thomas Advisory Services's iShares Russell Top 200 Value ETF position peaked at $1.93M in Q4 2025.
64 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.