SIS
IWX icon

Sound Income Strategies’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Sound Income Strategies’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 		– Sell
-1,130
Closed -$105K – 1441
2026
Q1 		$105K Buy
1,130
+123
+12% +$11.7K 0.01% 579
2025
Q4 		$95.8K Sell
1,007
-323
-24% -$29K ﹤0.01% 591
2025
Q3 		$117K Sell
1,330
-689
-34% -$59.1K 0.01% 381
2025
Q2 		$170K Buy
2,019
+130
+7% +$10.5K 0.01% 300
2025
Q1 		$155K Hold
1,889
– – 0.01% 327
2024
Q4 		$149K Sell
1,889
-124
-6% -$10.2K 0.01% 292
2024
Q3 		$164K Hold
2,013
– – 0.01% 271
2024
Q2 		$151K Sell
2,013
-124
-6% -$9.28K 0.01% 262
2024
Q1 		$163K Buy
2,137
+37
+2% +$2.68K 0.01% 238
2023
Q4 		$147K Sell
2,100
-1,300
-38% -$86.2K 0.01% 231
2023
Q3 		$222K Sell
3,400
-130
-4% -$8.82K 0.02% 144
2023
Q2 		$238K Sell
3,530
-953
-21% -$62.7K 0.02% 139
2023
Q1 		$292K Sell
4,483
-1,183
-21% -$77.6K 0.03% 127
2022
Q4 		$368K Sell
5,666
-336
-6% -$21.4K 0.05% 111
2022
Q3 		$346K Sell
6,002
-2,998
-33% -$191K 0.05% 113
2022
Q2 		$556K Sell
9,000
-1,150
-11% -$75.8K 0.07% 102
2022
Q1 		$707K Sell
10,150
-302
-3% -$20.9K 0.08% 97
2021
Q4 		$732K Sell
10,452
-731
-7% -$50K 0.09% 99
2021
Q3 		$734K Sell
11,183
-1,261
-10% -$84.8K 0.09% 96
2021
Q2 		$827K Buy
+12,444
New +$825K 0.12% 91

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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Sound Income Strategies's IWX Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Russell Top 200 Value ETF (IWX) in Q2 2026, closing a stake of 1,130 shares — an estimated $105K sold.

Sound Income Strategies first reported a position in IWX in Q2 2021 and held it in 20 quarters. The position peaked at $827K in Q2 2021. 100 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

  • Sound Income Strategies reported no remaining iShares Russell Top 200 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,130 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $105K.
  • Sound Income Strategies first reported a position in iShares Russell Top 200 Value ETF in Q2 2021 and held it in 20 quarters.
  • Sound Income Strategies's iShares Russell Top 200 Value ETF position peaked at $827K in Q2 2021.
  • 100 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.