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

SOA Wealth 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	$3.17M	Sell	30,132 -1,977	-6%	-$200K	0.53%	37
2026 Q1	$2.98M	Sell	32,109 -603	-2%	-$57.4K	0.56%	39
2025 Q4	$3M	Sell	32,712 -365	-1%	-$32.8K	0.51%	42
2025 Q3	$2.91M	Sell	33,077 -795	-2%	-$68.2K	0.5%	41
2025 Q2	$2.85M	Sell	33,872 -3,911	-10%	-$315K	0.54%	38
2025 Q1	$3.11M	Sell	37,783 -1,266	-3%	-$104K	0.65%	34
2024 Q4	$3.09M	Sell	39,049 -2,451	-6%	-$201K	0.57%	38
2024 Q3	$3.37M	Sell	41,500 -3,334	-7%	-$260K	0.64%	34
2024 Q2	$3.35M	Sell	44,834 -11,368	-20%	-$850K	0.67%	32
2024 Q1	$4.29M	Sell	56,202 -528	-0.9%	-$38.2K	0.89%	25
2023 Q4	$3.98M	Buy	56,730 +27,563	+95%	+$1.83M	0.89%	25
2023 Q3	$1.91M	Buy	29,167 +19,907	+215%	+$1.35M	0.47%	43
2023 Q2	$625K	Buy	+9,260	New	+$609K	0.15%	79

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

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

SOA Wealth Advisors reduced its iShares Russell Top 200 Value ETF (IWX) stake by 6.2% in Q2 2026, selling an estimated $200K and leaving 30,132 shares worth $3.17M. The position accounts for 0.53% of the portfolio, ranked #37.

SOA Wealth Advisors first reported a position in IWX in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.29M in Q1 2024. 265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

SOA Wealth Advisors held 30,132 shares of iShares Russell Top 200 Value ETF worth $3.17M as of Q2 2026.
SOA Wealth Advisors sold 1,977 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $200K.
iShares Russell Top 200 Value ETF made up 0.53% of SOA Wealth Advisors's portfolio in Q2 2026, its #37 holding.
SOA Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and has held it in 13 quarters since.
SOA Wealth Advisors's iShares Russell Top 200 Value ETF position peaked at $4.29M in Q1 2024.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.