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

One Wealth 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	$269K	Hold	2,556	–	–	0.03%	277
2026 Q1	$237K	Hold	2,556	–	–	0.03%	275
2025 Q4	$235K	Sell	2,556 -2,038	-44%	-$183K	0.03%	269
2025 Q3	$404K	Hold	4,594	–	–	0.05%	196
2025 Q2	$387K	Hold	4,594	–	–	0.05%	190
2025 Q1	$377K	Sell	4,594 -788	-15%	-$64.8K	0.06%	181
2024 Q4	$425K	Sell	5,382 -12	-0.2%	-$984	0.06%	142
2024 Q3	$438K	Sell	5,394 -192	-3%	-$15K	0.07%	149
2024 Q2	$425K	Sell	5,586 -638	-10%	-$47.7K	0.09%	123
2024 Q1	$475K	Hold	6,224	–	–	0.08%	126
2023 Q4	$437K	Sell	6,224 -92	-1%	-$6.1K	0.08%	121
2023 Q3	$413K	Sell	6,316 -24	-0.4%	-$1.63K	0.09%	108
2023 Q2	$428K	Sell	6,340 -302	-5%	-$19.9K	0.09%	119
2023 Q1	$432K	Sell	6,642 -858	-11%	-$56.3K	0.1%	112
2022 Q4	$487K	Buy	+7,500	New	+$479K	0.11%	100

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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

One Wealth Advisors's IWX Position: Q2 2026 in Review

One Wealth Advisors held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 2,556 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #277.

One Wealth Advisors first reported a position in IWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $487K in Q4 2022. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

One Wealth Advisors held 2,556 shares of iShares Russell Top 200 Value ETF worth $269K as of Q2 2026.
One Wealth Advisors left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #277 holding.
One Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and has held it in 15 quarters since.
One Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $487K in Q4 2022.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.