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 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 $26B AUM

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

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 $4.2B AUM 18.37% 1-Year Est. Return

Waverly Advisors's IWX Position: Q1 2026 in Review

Waverly Advisors increased its iShares Russell Top 200 Value ETF (IWX) stake by 2.1% in Q1 2026, buying an estimated $404K and bringing the position to 210,040 shares worth $19.5M. The position accounts for 0.15% of the portfolio, ranked #143.

Waverly Advisors first reported a position in IWX in Q4 2024 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

Waverly Advisors held 210,040 shares of iShares Russell Top 200 Value ETF worth $19.5M as of Q1 2026.
Waverly Advisors bought 4,249 iShares Russell Top 200 Value ETF shares in Q1 2026, an estimated $404K.
iShares Russell Top 200 Value ETF made up 0.15% of Waverly Advisors's portfolio in Q1 2026, its #143 holding.
Waverly Advisors first reported a position in iShares Russell Top 200 Value ETF in Q4 2024 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.