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Private Advisor Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Private Advisor 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
2026
Q2 		$18.9M Sell
179,280
-3,236
-2% -$328K 0.09% 244
2026
Q1 		$16.9M Buy
182,516
+149,393
+451% +$14.2M 0.08% 264
2025
Q4 		$3.04M Buy
33,123
+15,620
+89% +$1.4M 0.01% 846
2025
Q3 		$1.54M Buy
17,503
+5,530
+46% +$474K 0.01% 1135
2025
Q2 		$1.01M Sell
11,973
-3,780
-24% -$304K 0.01% 1308
2025
Q1 		$1.29M Buy
+15,753
New +$1.3M 0.01% 1118
2024
Q4 		– Sell
-19,351
Closed -$1.57M – 2409
2024
Q3 		$1.57M Buy
+19,351
New +$1.51M 0.01% 1008
2020
Q3 		– Sell
-1,733
Closed -$85K – 2527
2020
Q2 		$85K Buy
+1,733
New +$83.7K ﹤0.01% 1808

Other funds holding IWX

Envestnet Portfolio Solutions
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Private Advisor Group's IWX Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 1.8% in Q2 2026, selling an estimated $328K and leaving 179,280 shares worth $18.9M. The position accounts for 0.09% of the portfolio, ranked #244.

Private Advisor Group first reported a position in IWX in Q2 2020 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Private Advisor Group held 179,280 shares of iShares Russell Top 200 Value ETF worth $18.9M as of Q2 2026.
  • Private Advisor Group sold 3,236 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $328K.
  • iShares Russell Top 200 Value ETF made up 0.09% of Private Advisor Group's portfolio in Q2 2026, its #244 holding.
  • Private Advisor Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2020 and has held it in 8 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.