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

Sequoia Financial 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	–	Sell	-2,453	Closed	-$227K	–	2217
2026 Q1	$227K	Buy	+2,453	New	+$233K	﹤0.01%	1721

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

Sequoia Financial Advisors's IWX Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 2,453 shares — an estimated $227K sold.

Sequoia Financial Advisors first reported a position in IWX in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 266 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Sequoia Financial Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 2,453 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $227K.
Sequoia Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2026 and held it in 1 quarter.
Sequoia Financial Advisors's iShares Russell Top 200 Value ETF position peaked at $227K in Q1 2026.
266 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.