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

Signal Advisors Wealth’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 Q3	$1.93M	Sell	17,616 -611	-3%	-$67.6K	0.09%	203
2026 Q2	$1.92M	Sell	18,227 -889	-5%	-$90K	0.1%	174
2026 Q1	$1.77M	Sell	19,116 -508	-3%	-$48.3K	0.12%	158
2025 Q4	$1.8M	Sell	19,624 -448	-2%	-$40.2K	0.14%	132
2025 Q3	$1.76M	Buy	20,072 +9,921	+98%	+$851K	0.16%	123
2025 Q2	$855K	Sell	10,151 -3,829	-27%	-$308K	0.07%	230
2025 Q1	$1.15M	Buy	13,980 +627	+5%	+$51.6K	0.11%	175
2024 Q4	$1.06M	Buy	13,353 +1,488	+13%	+$122K	0.12%	178
2024 Q3	$964K	Buy	+11,865	New	+$926K	0.14%	176
2024 Q2	–	Sell	-24,871	Closed	-$1.9M	–	186
2024 Q1	$1.9M	Buy	24,871 +17,774	+250%	+$1.29M	0.47%	58
2023 Q4	$498K	Buy	+7,097	New	+$471K	0.17%	118

Other funds holding IWX

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

Signal Advisors Wealth's IWX Position: Q3 2026 in Review

Signal Advisors Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 3.4% in Q3 2026, selling an estimated $67.6K and leaving 17,616 shares worth $1.93M. The position accounts for 0.09% of the portfolio, ranked #203.

Signal Advisors Wealth first reported a position in IWX in Q4 2023 and has held it in 11 quarters since. 22 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

Signal Advisors Wealth held 17,616 shares of iShares Russell Top 200 Value ETF worth $1.93M as of Q3 2026.
Signal Advisors Wealth sold 611 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $67.6K.
iShares Russell Top 200 Value ETF made up 0.09% of Signal Advisors Wealth's portfolio in Q3 2026, its #203 holding.
Signal Advisors Wealth first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 11 quarters since.
22 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.