Lloyd Advisory Services
IWX icon

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

Lloyd 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 		$1.46M Sell
13,901
-277,654
-95% -$28.1M 0.57% 31
2026
Q1 		$27M Buy
291,555
+282,961
+3,293% +$26.9M 7.73% 4
2025
Q4 		$789K Sell
8,594
-109
-1% -$9.8K 0.31% 47
2025
Q3 		$765K Sell
8,703
-156
-2% -$13.4K 0.36% 40
2025
Q2 		$746K Buy
8,859
+68
+0.8% +$5.47K 0.36% 44
2025
Q1 		$722K Sell
8,791
-104
-1% -$8.56K 0.36% 44
2024
Q4 		$703K Buy
8,895
+104
+1% +$8.53K 0.33% 47
2024
Q3 		$714K Buy
8,791
+50
+0.6% +$3.9K 0.35% 46
2024
Q2 		$654K Buy
+8,741
New +$654K 0.31% 47
2024
Q1 		– Sell
-7,792
Closed -$547K – 151
2023
Q4 		$547K Buy
+7,792
New +$517K 0.26% 51
2022
Q3 		– Sell
-6,690
Closed -$414K – 53
2022
Q2 		$414K Sell
6,690
-2,085
-24% -$138K 0.32% 34
2022
Q1 		$611K Sell
8,775
-456
-5% -$31.5K 0.28% 38
2021
Q4 		$647K Sell
9,231
-166
-2% -$11.4K 0.3% 39
2021
Q3 		$617K Sell
9,397
-838
-8% -$56.4K 0.32% 36
2021
Q2 		$680K Sell
10,235
-119
-1% -$7.89K 0.34% 31
2021
Q1 		$659K Buy
10,354
+81
+0.8% +$4.92K 0.36% 31
2020
Q4 		$595K Sell
10,273
-228
-2% -$12.5K 0.33% 26
2020
Q3 		$536K Buy
10,501
+602
+6% +$30.9K 0.33% 22
2020
Q2 		$483K Buy
9,899
+298
+3% +$14.4K 0.3% 25
2020
Q1 		$423K Buy
9,601
+2,844
+42% +$153K 0.31% 27
2019
Q4 		$395K Buy
+6,757
New +$382K 0.36% 36

Other funds holding IWX

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AE Wealth Management
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
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

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

Lloyd Advisory Services reduced its iShares Russell Top 200 Value ETF (IWX) stake by 95% in Q2 2026, selling an estimated $28.1M and leaving 13,901 shares worth $1.46M. The position accounts for 0.57% of the portfolio, ranked #31.

Lloyd Advisory Services first reported a position in IWX in Q4 2019 and has held it in 21 quarters since. The position peaked at $27M in Q1 2026. 271 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Lloyd Advisory Services held 13,901 shares of iShares Russell Top 200 Value ETF worth $1.46M as of Q2 2026.
  • Lloyd Advisory Services sold 277,654 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $28.1M.
  • iShares Russell Top 200 Value ETF made up 0.57% of Lloyd Advisory Services's portfolio in Q2 2026, its #31 holding.
  • Lloyd Advisory Services first reported a position in iShares Russell Top 200 Value ETF in Q4 2019 and has held it in 21 quarters since.
  • Lloyd Advisory Services's iShares Russell Top 200 Value ETF position peaked at $27M in Q1 2026.
  • 271 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.