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Signature Estate & Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Signature Estate & Investment 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 		$221K Buy
+2,102
New +$213K ﹤0.01% 623

Other funds holding IWX

Envestnet Portfolio Solutions
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
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Signature Estate & Investment Advisors's IWX Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 2,102 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

149 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Signature Estate & Investment Advisors held 2,102 shares of iShares Russell Top 200 Value ETF worth $221K as of Q2 2026.
  • iShares Russell Top 200 Value ETF was a new Signature Estate & Investment Advisors position in Q2 2026.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #623 holding.
  • 149 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.