Oliver Lagore Vanvalin Investment Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$131K	Buy	+1,596	New	+$128K	0.05%	166
2024 Q4	$113K	Sell	1,425 -439	-24%	-$36K	0.03%	167
2024 Q3	$151K	Sell	1,864 -419	-18%	-$32.7K	0.04%	140
2024 Q2	$171K	Sell	2,283 -13	-0.6%	-$972	0.05%	128
2024 Q1	$175K	Sell	2,296 -1,431	-38%	-$103K	0.05%	135
2023 Q4	$262K	Sell	3,727 -6,709	-64%	-$445K	0.1%	97
2023 Q3	$682K	Sell	10,436 -21,497	-67%	-$1.46M	0.27%	56
2023 Q2	$2.15M	Buy	+31,933	New	+$2.1M	0.79%	23

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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 $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

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

Oliver Lagore Vanvalin Investment Group's IWX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2025: 1,596 shares worth $131K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWX in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.15M in Q2 2023. 206 funds tracked by Wall St. Rank hold IWX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,596 shares of iShares Russell Top 200 Value ETF worth $131K as of Q2 2025.
iShares Russell Top 200 Value ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Russell Top 200 Value ETF made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #166 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 8 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Russell Top 200 Value ETF position peaked at $2.15M in Q2 2023.
206 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.