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Mason & Associates (Virginia)’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Mason & Associates (Virginia)’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
2025
Q2 		– Sell
-2,548
Closed -$209K – 43
2025
Q1 		$209K Hold
2,548
– – 0.06% 39
2024
Q4 		$201K Sell
2,548
-1,114
-30% -$91.3K 0.06% 39
2024
Q3 		$298K Hold
3,662
– – 0.09% 35
2024
Q2 		$274K Buy
+3,662
New +$274K 0.09% 35

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mason & Associates (Virginia)'s IWX Position: Q2 2025 in Review

Mason & Associates (Virginia) sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2025, closing a stake of 2,548 shares — an estimated $209K sold.

Mason & Associates (Virginia) first reported a position in IWX in Q2 2024 and held it in 4 quarters. The position peaked at $298K in Q3 2024. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

  • Mason & Associates (Virginia) reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Mason & Associates (Virginia) sold 2,548 iShares Russell Top 200 Value ETF shares in Q2 2025, an estimated $209K.
  • Mason & Associates (Virginia) first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and held it in 4 quarters.
  • Mason & Associates (Virginia)'s iShares Russell Top 200 Value ETF position peaked at $298K in Q3 2024.
  • 206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2025, filed 30 Jul 2025.