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

Stratos 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	$3.52M	Buy	33,488 +658	+2%	+$66.6K	0.19%	114
2026 Q1	$3.04M	Buy	32,830 +19,982	+156%	+$1.9M	0.19%	117
2025 Q4	$1.18M	Buy	12,848 +1,263	+11%	+$113K	0.06%	291
2025 Q3	$1.02M	Buy	11,585 +4,594	+66%	+$394K	0.05%	314
2025 Q2	$589K	Buy	6,991 +2,309	+49%	+$186K	0.03%	421
2025 Q1	$385K	Buy	+4,682	New	+$385K	0.02%	496

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 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 22.9% 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

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

Stratos Wealth Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 2% in Q2 2026, buying an estimated $66.6K and bringing the position to 33,488 shares worth $3.52M. The position accounts for 0.19% of the portfolio, ranked #114.

Stratos Wealth Advisors first reported a position in IWX in Q1 2025 and has held it in 6 quarters since. 270 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Stratos Wealth Advisors held 33,488 shares of iShares Russell Top 200 Value ETF worth $3.52M as of Q2 2026.
Stratos Wealth Advisors bought 658 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $66.6K.
iShares Russell Top 200 Value ETF made up 0.19% of Stratos Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Stratos Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 6 quarters since.
270 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.