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

Waverly 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	$22.8M	Buy	216,815 +6,775	+3%	+$686K	0.13%	152
2026 Q1	$19.5M	Buy	210,040 +4,249	+2%	+$404K	0.15%	143
2025 Q4	$18.9M	Sell	205,791 -1,861	-0.9%	-$167K	0.15%	134
2025 Q3	$18.2M	Buy	207,652 +4,593	+2%	+$394K	0.18%	109
2025 Q2	$17.1M	Sell	203,059 -1,178	-0.6%	-$94.8K	0.19%	106
2025 Q1	$16.8M	Buy	204,237 +2,555	+1%	+$210K	0.2%	104
2024 Q4	$15.9M	Buy	+201,682	New	+$16.5M	0.25%	85

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

Waverly Advisors's IWX Position: Q2 2026 in Review

Waverly Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 3.2% in Q2 2026, buying an estimated $686K and bringing the position to 216,815 shares worth $22.8M. The position accounts for 0.13% of the portfolio, ranked #152.

Waverly Advisors first reported a position in IWX in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Waverly Advisors held 216,815 shares of iShares Russell Top 200 Value ETF worth $22.8M as of Q2 2026.
Waverly Advisors bought 6,775 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $686K.
iShares Russell Top 200 Value ETF made up 0.13% of Waverly Advisors's portfolio in Q2 2026, its #152 holding.
Waverly Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.