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

Sanctuary 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	$17.3M	Buy	164,385 +512	+0.3%	+$51.8K	0.08%	253
2026 Q1	$15.2M	Buy	163,873 +14,972	+10%	+$1.42M	0.08%	252
2025 Q4	$13.7M	Sell	148,901 -2,658	-2%	-$239K	0.07%	271
2025 Q3	$13.3M	Sell	151,559 -5,669	-4%	-$486K	0.08%	268
2025 Q2	$13.2M	Buy	157,228 +7,846	+5%	+$631K	0.08%	254
2025 Q1	$12.3M	Buy	149,382 +18,541	+14%	+$1.53M	0.09%	245
2024 Q4	$11M	Buy	130,841 +27,203	+26%	+$2.23M	0.07%	294
2024 Q3	$8.73M	Sell	103,638 -5,758	-5%	-$449K	0.06%	347
2024 Q2	$8.11M	Buy	+109,396	New	+$8.18M	0.06%	331

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

Sanctuary Advisors's IWX Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 0.31% in Q2 2026, buying an estimated $51.8K and bringing the position to 164,385 shares worth $17.3M. The position accounts for 0.08% of the portfolio, ranked #253.

Sanctuary Advisors first reported a position in IWX in Q2 2024 and has held it in 9 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Sanctuary Advisors held 164,385 shares of iShares Russell Top 200 Value ETF worth $17.3M as of Q2 2026.
Sanctuary Advisors bought 512 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $51.8K.
iShares Russell Top 200 Value ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #253 holding.
Sanctuary Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 9 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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