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IWX icon

SignatureFD’s iShares Russell Top 200 Value ETF IWX Stock Holding History

SignatureFD’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
2025
Q4 		– Sell
-366
Closed -$32.2K – 3475
2025
Q3 		$32.2K Hold
366
– – ﹤0.01% 1879
2025
Q2 		$30.8K Sell
366
-683
-65% -$55K ﹤0.01% 1855
2025
Q1 		$86.2K Buy
1,049
+683
+187% +$56.2K ﹤0.01% 1287
2024
Q4 		$28.9K Hold
366
– – ﹤0.01% 1871
2024
Q3 		$29.7K Hold
366
– – ﹤0.01% 1850
2024
Q2 		$27.4K Buy
+366
New +$27.4K ﹤0.01% 1815

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

SignatureFD's IWX Position: Q4 2025 in Review

SignatureFD sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2025, closing a stake of 366 shares — an estimated $32.2K sold.

SignatureFD first reported a position in IWX in Q2 2024 and held it in 6 quarters. The position peaked at $86.2K in Q1 2025. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • SignatureFD reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2025 after selling out during the quarter.
  • SignatureFD sold 366 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $32.2K.
  • SignatureFD first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and held it in 6 quarters.
  • SignatureFD's iShares Russell Top 200 Value ETF position peaked at $86.2K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.