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

Parallel 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	$259K	Sell	2,463 -568	-19%	-$57.5K	﹤0.01%	1115
2026 Q1	$281K	Hold	3,031	–	–	0.01%	977
2025 Q4	$278K	Sell	3,031 -1,367	-31%	-$123K	0.01%	933
2025 Q3	$386K	Hold	4,398	–	–	0.01%	765
2025 Q2	$370K	Hold	4,398	–	–	0.01%	748
2025 Q1	$361K	Buy	4,398 +4,298	+4,298%	+$354K	0.01%	700
2024 Q4	$7.9K	Hold	100	–	–	﹤0.01%	2489
2024 Q3	$8.13K	Hold	100	–	–	﹤0.01%	2473
2024 Q2	$7.48K	Buy	+100	New	+$7.48K	﹤0.01%	2411

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

Parallel Advisors's IWX Position: Q2 2026 in Review

Parallel Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 19% in Q2 2026, selling an estimated $57.5K and leaving 2,463 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

Parallel Advisors first reported a position in IWX in Q2 2024 and has held it in 9 quarters since. The position peaked at $386K in Q3 2025. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Parallel Advisors held 2,463 shares of iShares Russell Top 200 Value ETF worth $259K as of Q2 2026.
Parallel Advisors sold 568 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $57.5K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1115 holding.
Parallel Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 9 quarters since.
Parallel Advisors's iShares Russell Top 200 Value ETF position peaked at $386K in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.