Spectrum Wealth Counsel’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Spectrum Wealth Counsel’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 Q1	$33.4K	Hold	406	–	–	﹤0.01%	187
2024 Q4	$32.1K	Sell	406 -442	-52%	-$36.2K	﹤0.01%	186
2024 Q3	$68.9K	Hold	848	–	–	0.01%	159
2024 Q2	$63.4K	Buy	+848	New	+$63.4K	0.01%	186

Other funds holding IWX

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $374B AUM 17.66% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Spectrum Wealth Counsel's IWX Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2025 at 406 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #187.

Spectrum Wealth Counsel first reported a position in IWX in Q2 2024 and has held it in 4 quarters since. The position peaked at $68.9K in Q3 2024. 218 funds tracked by Wall St. Rank hold IWX as of Q1 2025.

Spectrum Wealth Counsel held 406 shares of iShares Russell Top 200 Value ETF worth $33.4K as of Q1 2025.
Spectrum Wealth Counsel left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2025.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #187 holding.
Spectrum Wealth Counsel first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 4 quarters since.
Spectrum Wealth Counsel's iShares Russell Top 200 Value ETF position peaked at $68.9K in Q3 2024.
218 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.