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

Networth 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 		$594K Sell
5,648
-201
-3% -$20.3K 0.35% 42
2026
Q1 		$542K Sell
5,849
-386
-6% -$36.7K 0.38% 39
2025
Q4 		$573K Buy
+6,235
New +$560K 0.42% 36

Other funds holding IWX

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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Networth Advisors's IWX Position: Q2 2026 in Review

Networth Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.4% in Q2 2026, selling an estimated $20.3K and leaving 5,648 shares worth $594K. The position accounts for 0.35% of the portfolio, ranked #42.

Networth Advisors first reported a position in IWX in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Networth Advisors held 5,648 shares of iShares Russell Top 200 Value ETF worth $594K as of Q2 2026.
  • Networth Advisors sold 201 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $20.3K.
  • iShares Russell Top 200 Value ETF made up 0.35% of Networth Advisors's portfolio in Q2 2026, its #42 holding.
  • Networth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.