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 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

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

Signal Advisors Wealth's IWX Position: Q2 2026 in Review

Signal Advisors Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 4.7% in Q2 2026, selling an estimated $90K and leaving 18,227 shares worth $1.92M. The position accounts for 0.1% of the portfolio, ranked #174.

Signal Advisors Wealth first reported a position in IWX in Q4 2023 and has held it in 10 quarters since. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Signal Advisors Wealth held 18,227 shares of iShares Russell Top 200 Value ETF worth $1.92M as of Q2 2026.
Signal Advisors Wealth sold 889 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $90K.
iShares Russell Top 200 Value ETF made up 0.1% of Signal Advisors Wealth's portfolio in Q2 2026, its #174 holding.
Signal Advisors Wealth first reported a position in iShares Russell Top 200 Value ETF in Q4 2023 and has held it in 10 quarters since.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.