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 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 $26B 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 $374B AUM 17.66% 1-Year Est. Return

AWM

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

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

CCMG

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

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

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Stratos Wealth Advisors's IWX Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 156% in Q1 2026, buying an estimated $1.9M and bringing the position to 32,830 shares worth $3.04M. The position accounts for 0.19% of the portfolio, ranked #117.

Stratos Wealth Advisors first reported a position in IWX in Q1 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Stratos Wealth Advisors held 32,830 shares of iShares Russell Top 200 Value ETF worth $3.04M as of Q1 2026.
Stratos Wealth Advisors bought 19,982 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $1.9M.
iShares Russell Top 200 Value ETF made up 0.19% of Stratos Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Stratos Wealth Advisors first reported a position in iShares Russell Top 200 Value ETF in Q1 2025 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.