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 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

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Asset Management Raleigh, North Carolina $282M AUM 12.37% 1-Year Est. Return

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