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

Pineridge 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
2025 Q3	$401K	Buy	4,564 +316	+7%	+$27.1K	0.11%	34
2025 Q2	$358K	Buy	4,248 +83	+2%	+$6.68K	0.13%	33
2025 Q1	$342K	Sell	4,165 -39	-0.9%	-$3.21K	0.13%	31
2024 Q4	$332K	Sell	4,204 -549	-12%	-$45K	0.13%	36
2024 Q3	$386K	Buy	4,753 +53	+1%	+$4.14K	0.15%	42
2024 Q2	$352K	Sell	4,700 -49	-1%	-$3.67K	0.12%	47
2024 Q1	$362K	Sell	4,749 -2,826	-37%	-$204K	0.13%	39
2023 Q4	$532K	Buy	+7,575	New	+$503K	0.18%	37

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 $18.1B AUM 15% 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

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

FCAM

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

FCIS

First Citizens Investor Services Raleigh, North Carolina $262M AUM

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Pineridge Advisors's IWX Position: Q3 2025 in Review

Pineridge Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 7.4% in Q3 2025, buying an estimated $27.1K and bringing the position to 4,564 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #34.

Pineridge Advisors first reported a position in IWX in Q4 2023 and has held it in 8 quarters since. The position peaked at $532K in Q4 2023. 211 funds tracked by Wall St. Rank hold IWX as of Q3 2025.

Pineridge Advisors held 4,564 shares of iShares Russell Top 200 Value ETF worth $401K as of Q3 2025.
Pineridge Advisors bought 316 iShares Russell Top 200 Value ETF shares in Q3 2025, an estimated $27.1K.
iShares Russell Top 200 Value ETF made up 0.11% of Pineridge Advisors's portfolio in Q3 2025, its #34 holding.
Pineridge Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares Russell Top 200 Value ETF position peaked at $532K in Q4 2023.
211 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.