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

OneDigital Investment 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 Q1	$663K	Buy	7,154 +22	+0.3%	+$2.09K	0.01%	836
2025 Q4	$655K	Buy	7,132 +1,553	+28%	+$139K	0.01%	841
2025 Q3	$490K	Sell	5,579 -4	-0.1%	-$343	0.01%	943
2025 Q2	$470K	Sell	5,583 -188	-3%	-$15.1K	0.01%	926
2025 Q1	$474K	Buy	5,771 +183	+3%	+$15.1K	0.01%	882
2024 Q4	$442K	Sell	5,588 -267	-5%	-$21.9K	0.01%	939
2024 Q3	$476K	Buy	5,855 +253	+5%	+$19.7K	0.01%	956
2024 Q2	$419K	Buy	5,602 +1,535	+38%	+$115K	0.01%	975
2024 Q1	$310K	Sell	4,067 -378	-9%	-$27.3K	﹤0.01%	899
2023 Q4	$312K	Sell	4,445 -10,586	-70%	-$702K	0.01%	895
2023 Q3	$983K	Sell	15,031 -4,617	-23%	-$313K	0.02%	426
2023 Q2	$1.33M	Buy	19,648 +36	+0.2%	+$2.37K	0.03%	353
2023 Q1	$1.28M	Sell	19,612 -707	-3%	-$46.4K	0.03%	348
2022 Q4	$1.32M	Buy	20,319 +14,169	+230%	+$904K	0.04%	311
2022 Q3	$355K	Buy	+6,150	New	+$391K	0.01%	552

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B 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 $374B AUM 17.66% 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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

OneDigital Investment Advisors's IWX Position: Q1 2026 in Review

OneDigital Investment Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.31% in Q1 2026, buying an estimated $2.09K and bringing the position to 7,154 shares worth $663K. The position accounts for 0.01% of the portfolio, ranked #836.

OneDigital Investment Advisors first reported a position in IWX in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.33M in Q2 2023. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

OneDigital Investment Advisors held 7,154 shares of iShares Russell Top 200 Value ETF worth $663K as of Q1 2026.
OneDigital Investment Advisors bought 22 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $2.09K.
iShares Russell Top 200 Value ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #836 holding.
OneDigital Investment Advisors first reported a position in iShares Russell Top 200 Value ETF in Q3 2022 and has held it in 15 quarters since.
OneDigital Investment Advisors's iShares Russell Top 200 Value ETF position peaked at $1.33M in Q2 2023.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.